ACG Resources

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Job Ref: 14496

Salary: $60000 – $70000

About the company: The company is a group of specialists in the design and implementation of qualified retirement plans for businesses of all types. As part of their Family Office Suite, they also offer financial planning, estate planning and wealth management to owners and their families.

Role: The companies team is committed to helping businesses and the families of which they are comprised. They are deeply invested in their work and are looking for like-minded, purpose driven individuals to help employers and individuals create and maintain financial wellness.

Assist advisors as per the specific tasks below:
Specifics: * Act as the firm’s main contact for administrative and account related items, issues & enquiries

  • Open new accounts, make changes to existing accounts, deposit incoming checks
  • Effectively manage the new client onboarding experience
  • Help Prepare investment analysis presentations for existing clients
  • Oversee distribution of RMD’s and other disbursements
  • Service existing life, LTD, DI, annuities and COLI products
  • Prepare applications and follow through underwriting to policy issue
  • Prepare estate planning documents and other requests by managing member
  • Understand and help manage company and client data within various software platforms
  • Oversee all licensing and continuing education credits for appropriate staff

Required Skills / Qualifications:

  • Experience in administrative role, preferably in a financial services office
  • High attention to detail
  • Proficient Computer Skills in MS Office Suite, Financial Platforms, CRM Systems
  • Securities and life insurance licenses preferred

Benefits Include:

  • Health / dental plan with company contribution.
  • Other optional coverage (LTD / Group Life)
  • 401K plan with employer contributions
  • Paid time off
  • Join a purpose driven dynamic team

Depending on experience & skill
($60,000 – $70,000)

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