Wealth Management Office Assistant
Wealth Management Office AssistantDo you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you to work in our office located in West Des Moines, Iowa! Who We Are:
At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected.
We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do:
As a Wealth Management Office Assistant, you'll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients.
o The position supports two WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational efficiencies.
o Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise.
o Schedule & prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.
o Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.
o Communicate directly with clients or agents on all service-related questions and changes, handling complex issues and problems with little or no Advisor involvement.
o Maintain compliance-approved materials, including sales literature, brochures, prospectuses, forms, manuals, etc.
while also maintaining the integrity of client files and records via hard copy files with goal of E-File maintenance.
o All other tasks, as needed.
What It Takes to Join Our Team:
Minimum of two years' financial services experience preferred.
Preference to direct exposure to both B/D and RIA platforms.
High school diploma or equivalent required.
Strong organizational skills, including use of Microsoft Office Suite required.
Fingerprinting and background check required.
Must be able to maintain confidentiality.
Strong communication and customer service skills, with an ability to interact with others by phone, email, and in-person.
Ability to learn and adapt to other technologies.
Must be able to work from our office in West Des Moines, Iowa.
What We Offer You:
When you're on our team, you get more than a great paycheck.
You'll hear about career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun.
Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau.
where the grass really IS greener!Work Authorization/Sponsorship:
At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Recommended Skills Brokerage Confidentiality Coordinating Curiosity Customer Service Finance Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected.
We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do:
As a Wealth Management Office Assistant, you'll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients.
o The position supports two WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational efficiencies.
o Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise.
o Schedule & prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.
o Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.
o Communicate directly with clients or agents on all service-related questions and changes, handling complex issues and problems with little or no Advisor involvement.
o Maintain compliance-approved materials, including sales literature, brochures, prospectuses, forms, manuals, etc.
while also maintaining the integrity of client files and records via hard copy files with goal of E-File maintenance.
o All other tasks, as needed.
What It Takes to Join Our Team:
Minimum of two years' financial services experience preferred.
Preference to direct exposure to both B/D and RIA platforms.
High school diploma or equivalent required.
Strong organizational skills, including use of Microsoft Office Suite required.
Fingerprinting and background check required.
Must be able to maintain confidentiality.
Strong communication and customer service skills, with an ability to interact with others by phone, email, and in-person.
Ability to learn and adapt to other technologies.
Must be able to work from our office in West Des Moines, Iowa.
What We Offer You:
When you're on our team, you get more than a great paycheck.
You'll hear about career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun.
Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau.
where the grass really IS greener!Work Authorization/Sponsorship:
At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Recommended Skills Brokerage Confidentiality Coordinating Curiosity Customer Service Finance Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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