Job description

JOIN OUR TEAM

Financial Planner Assistant

Preston, Maryland

About us -

We are a successful financial planning practice with multiple expanding offices. We are currently looking to hire an individual for our office in Preston, MD. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our team and our support process. While our business is very fast-paced, we also have fun and enjoy inserting humor throughout our day. Though each of us wears many hats, one you would not expect to wear is that of saltwater fish feeder and fish wrangler!

About you –

• You are an aspiring administrative professional who wants relevant experience in the financial planning field.
• You seek an opportunity to be recognized as an integral member of a professional team. Most importantly, you want to be able to apply your many talents to our business.
• You like to be part of a team but also work well independently and take charge of your delegated tasks & responsibilities.
• You are a problem solver, are tenacious when it comes to follow through and details rarely slip through your grasp.
• You are naturally very well-organized in your work and daily life.
• You have a positive attitude, are a logical thinker, and a self-starter with excellent communication skills.
• You have a willingness to do whatever it takes to provide top-tier service to our clients.

Job responsibilities –

• Provide a friendly reception to our clients upon arrival for a meeting
• Provide support in managing “business in motion” (new business paperwork, processing & workflows)
• Assist Practice Manager with client service requests and follow ups
• Provide manufacturing and preparation support for client meetings, including binding presentations
• Assist in maintaining client records and compliance support documentation
• Assist us with maintaining our CRM system
• Create great looking documents in Microsoft Office Suite
• Other administrative and office duties/projects as needed

Requirements –

• Minimum of two years in an office setting is required
• You are proficient in MS Word, Outlook, PowerPoint & Excel and may also have mastered many other industry related programs & databases in your previous positions/experiences.
• Technical savvy with phone, computer, and CRM systems
• A two-year college degree is preferred

We offer –

A supportive, professional, and collegiate environment, with plenty of learning opportunities and possibility of growth. Benefits include paid time off, 11 paid holidays, life insurance, short- and long-term disability, and 401(k) safe harbor and profit-sharing. Working hours are Monday-Friday, 8:00 – 4:30. We also have flexibility for working from home for special circumstances.

NOTE: Selected applicant will be subject to eligibility requirements including fingerprinting, passing a background and credit check.

To apply-

Submit your resume along with a cover letter in response to this posting. We’d love to see your communication skills! Please feel free to also include your wage/salary requirements (commensurate with your experience).

While we are an Equal Opportunity Employer, please note that we are not permitted to offer the position to non-U.S. Citizens.

Financial planners from this office are registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

CRN-5437030-012723

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Life insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Preston, MD 21655: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Administrative: 2 years (Preferred)
• Microsoft Office: 5 years (Preferred)
• CRM software: 2 years (Preferred)

Work Location: One location

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