Assistant Financial Advisor

Job description

Work Schedule: Flexible - Approximately 25 - 40 hrs/week with flexible start and end times.

Effective Date: Immediately

Location/Executive: West Cobb Office/Brian Fox & Richard Tull

Scope/Purpose of the Position: To promote the growth and support the operation of Capstone Financial of West Cobb

Major Responsibilities and Essential Functions Include, but are not limited to:

• Represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service.
• Adhere to our core values in all functions of their job responsibilities.
• Promote the company through social & professional affiliations/relationships/associates.
• Client servicing, appointment scheduling, client database/file management.
• Monitor emails/voice mails and initiate follow-up as needed.
• Answer incoming calls and handle issues as needed.
• Routes and answers issues and correspondence not requiring executive's attention.
• Open all incoming mail and process.
• Manage operational expenses and accounts.
• Investment and Insurance illustrations, comparisons, and presentations.
• Process insurance and investment product applications.
• Make hotel, airfare reservations, restaurants, etc. as needed.
• Composes and types letters, memorandums, and reports following prescribed format.
• Maintain client database software including Sales Force and Outlook.
• Create and prepare Excel spreadsheets and PowerPoint presentations.
• Manage office operations and perform general office tasks.
• Responsible for learning about the multiple services offered by Capstone Financial and articulate the benefits our clients enjoy to prospects and referrals.
• Other duties as assigned.

Knowledge, Skills, and Abilities:

• Self-motivated, independent, strong sense of initiative, and willingness to take ownership of projects/tasks.
• Willingness to improve on current processes to improve the effectiveness of our overall operation.
• Strong organizational skills with ability to attend to detail/accuracy.
• Ability to handle simultaneous projects, prioritize tasks, and meet deadlines.
• Possesses or willing to obtain advanced knowledge of Sales Force, Outlook, Excel, Word, Power Point, and eMoney.
• Excellent oral and written communicator.
• Outgoing personality with the ability to interact professionally with all clients, prospects, referrals, corporate staff, etc.
• Responsible for managing accounting including payables, receivables, bank account reconciliation, etc.
• Ability to plan, organize, schedule and direct work activities of office associates.
• Possess high level of integrity with the ability to maintain client confidentiality.
• Possess interpersonal skills to handle sensitive and confidential situations.
• Ability to perform complex administrative duties.
• Strong work ethic.
• Positive outlook.

Preferred Qualifications or Training:

• Investment and/or Insurance industry experience.
• Experience working in sales and/or sales support.
• Excellent communication skills.
• Strong Organizational Skills.
• Detail oriented.
• Advanced knowledge of Sales Force, Outlook, Word, Excel, Power Point, and eMoney.

Working Conditions:

• Flexible Hours
• Small office environment.
• Some driving required (bank, post office, office supply store, etc.).
• The position requires considerable organizational skills as well as concentration/focus and creativity. It is subject to stress caused by changing priorities, tight deadlines and varying workload.