FINANCIAL PLANNING SUPPORT ASSOCIATE II (LOCATION: GREAT FALLS, MT)

Company: Avantax Planning Partners
Location: Great Falls
Posted on: September 30, 2024

Job Description:

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Support Associate II who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Planning Sopport Associate will assist in the preparation of client asset management, brokerage, and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Planning Consultants (FPCs). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.
What you will do:

• Prepare and review new account paperwork in an accurate and timely manner.
• Organize and prepare client review materials, meeting agendas, weekly meeting updates, etc.
• Serve as a liaison between internal departments to resolve outstanding issues for Financial Planning Consultants (FPCs), Certified Public Accountants (CPAs), and clients.
• Assist FPCs with ongoing CPA, client, and prospect communication (e.g., the status of new and existing accounts, birthday reminders, cards, and letters).
• Update and maintain the Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records).
• Process client requests regarding new contributions and distribution of funds.
• Communicate regularly with clients through phone and email to provide expedient and accurate information to FPCs and CPAs. These interactions include coordination of meetings, maintenance of account records, important documents, new account setup, transfer of assets, online client access, etc.
• Assist in training other Financial Service Assistants as needed.
• Recommend areas for process and procedure improvement to improve office efficiency.
• Perform other duties as assigned.
  What you will have:
  
  • High school diploma or equivalent required.
  • Associate degree (A.A.), two-year technical, or bachelor's degree preferred.
  • A combination of experience and education will be considered in lieu of a degree.
  • 2-5 years of related Financial Services Industry or administrative services/training experience is preferred.
  • Experience with CRM applications such as Salesforce is preferred.
  • Experience with Microsoft program suite, including Word, Excel, and PowerPoint.
  • Previous experience supporting Financial Professionals is preferred.
  • Previous experience in a customer/client-facing role is strongly preferred.
    Certifications:
    
    • Financial Paraplanner Qualified Professional (FPQP) designation is a plus.
      About Us
      What we give you in return:
      Benefits
      Not many teams can say that they support people's dreams coming to life--- We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
      
      • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
      • Easy access to mental health benefits to meet our team members and their families where they are.
      • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
      • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
      • Paid parental leave to support all team members with birth, adoption, and foster.
      • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
      • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
        About Cetera Financial Group
        Cetera Financial Group - (Cetera) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
        Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
        "Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
        Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
        Agencies please note: This recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
        Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Keywords: Avantax Planning Partners, Great Falls , FINANCIAL PLANNING SUPPORT ASSOCIATE II (LOCATION: GREAT FALLS, MT), Accounting, Auditing , Great Falls, Montana