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About the Role
REAP Financial Group is a boutique investment advisory firm specializing in Retirement Planning. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
Responsibilities
- Complete & process new business applications
- Order & stock new business applications and marketing brochures
- Receive incoming client service calls in a friendly, warm manner
- Process & follow-up on client service work
- Update & review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Follow-up on pending business and contact individual client with updates
- Assist Advisor(s) with pre-appointment preparation
- Gather account values and complete client review summary for upcoming appointments
- Manage the new business submitted and new business issued in reporting tool
- Assist Advisor(s) with client reports and mailings
- Assist Advisor(s) with educational workshops & client events as needed
- Act as phone back-up to other office personnel for phone coverage
- Maintain current Advisor’s licenses and appointments with agencies and companies
Requirements
- Prior experience working in financial industry
- 3+ years working alongside a Financial Advisor in a fast-paced office environment
- Proficiency in MacOS
- Excels in identifying problems quickly
- Highly efficient
- People-Centric
- Strong get-it-done attitude
- Zero procrastination
- Able to move between projects while prioritizing the most important ones first
- Detailed but not perfectionist
- Extremely flexible
- Strong ownership of projects with the ability to let things go when necessary
Skills
- Texas Life Insurance & Securities License(s) preferred
Location
- Austin, TX
Work Type
- In office: Monday – Friday, 9am-5pm
Experience Level
- 3+ years working alongside a Financial Advisor
Salary/Compensations
- $45K-$60K/year based on experience
About the Company
- REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning.
- Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.