Financial Assistant (Corporate) jobs in Montana

Job Title: Administrative Assistant

Status: Full Time- 30 hours per week

Job Category: Financial Services - Administrative Support

About The Firm
MG Financial Advisors: We are a financial advisory practice located in Billings, MT 59101. Our team is cohesive, collegial, fast paced, and professional. Together, we provide our clients with an extraordinarily high level of service.

This position requires a wide variety of support functions for a financial professional, thus making a significant contribution to the success of the practice. Individuals in this role support financial professionals by providing comprehensive administrative, client relations, and service support. Responsibilities defined below, but may not be all inclusive.

Responsibilities

Service

• Works directly with all clients on service questions and changes; handles complex issues and problems independently.
• Is resourceful and uses company reference materials and contacts fluidly.
• Maintains integrity of client record systems and vendor lists.
• Interfaces with Broker Dealer, fund companies, custodians, and insurance companies.
• Delivers service to all clients, and concierge service to select groups, as directed by the financial professional.
• Returns client calls, requests, and inquires within four hours (as a goal), but no later than the next day.

· Notifies financial professional immediately of client dissatisfaction or issues needing immediate resolution.

Financial Planning and Investment Reviews

• Books client appointments, meeting weekly and monthly objectives, as outlined by the financial professionals.
• Communicates with clients on logistics and documentation required in preparation for review meetings.
• Completes financial planning input independently and creates complete programs.
• Tracks fees paid and contracts signed.

· Coordinates after meeting follow-up; writes meeting summary letter, notes in CRM, schedules action, etc.

Compliance

• Assists the financial professional in maintaining a compliant practice.
• Assists with maintaining compliant files, blotters, and books and records.
• Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures.

· Assists clients and financial professional to the extent possible based on licensing and/or registrations.

Administrative Support

• Helps keep financial professionals on track regarding daily, weekly, monthly, and/or quarterly client and staff goals.
• Prepares general correspondence as directed by the financial professional, or when necessary to provide service to clients.
• Provides marketing support, and helps with inputting and maintaining data base and coordinating client mailings.
• Works with Compliance Manager to ensure advertising material is submitted for approval prior to use.
• Tracks commissions, maintains records, and assists in commission problem resolution, if requested by financial professional.

· Creates professional looking documents in Word, Excel, and PowerPoint for various projects.

Soft Skills

• Interacts with associates and clients in a courteous and respectful manner to create a consistent, predictable, and positive work atmosphere.
• Takes action on office priorities in a proactive way and/or brings pressing items to the attention of the financial professionals promptly.
• Assist financial professionals and teammates. Is coachable and receptive to feedback.

· Is attentive to detail, and a great written and oral communicator.

Education

· High School diploma required.

· Graduate from business school preferred or equivalent work experience.

Experience

One to five years of administrative experience required, depending on the demands and specific requirement of the financial professional’s practice.

The candidate must possess a professional and approachable demeanor, and the ability to handle conflicting priorities.

The skill sets required for this position include interpersonal, oral and written communication, strong technology acumen, spelling and grammar; good math, accounting, research, analysis, planning and organizational skills.

We Offer

A supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

To Apply

Email your resume, cover letter (we’d love to see your communication skills) and salary history to raeann@mgfinancialadvisors.com, Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

CRN-1884250-083017

Job Type: Full-time

Pay: $18.00 - $23.00 per hour

Expected hours: 30 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Billings, MT 59101 (Required)

Ability to Relocate:

• Billings, MT 59101: Relocate before starting work (Required)

Work Location: In person