Financial Advisor Executive Assistant

TPS Financial is a full-service financial firm committed to helping people pursue their financial goals. As established leaders in the financial services industry, we offer customized guidance and strategies to our valued clients. The Financial Advisor Executive Assistant supports a financial advisors maintaining practice with over 1500 clients with annually projected growth rate of 10-20%. We are in search of a driven, service-oriented professional that will be responsible for overseeing scheduling, communication, and other key administrative functions. This role consolidates the duties of a receptionist, office manager, and compliance assistant. The ideal individual will have the ability to exercise good judgment in a variety of situations, possesses strong written and verbal communication, and has the ability to maintain a realistic balance among multiple priorities. We are seeking and dependable a candidate that can give us can grow with the firm. The ideal candidate has significant growth opportunities, if interested in the junior financial advisor role. This is position is based out of our Jefferson, NJ location.

Primary Duties Include

· Screen all incoming phone calls, inquiries, visitors, and correspondence, and route accordingly.

· Manage calendars and coordinate meetings for internal events etc.

· Generating new client forms for existing and new clients that require a high attention to detail; all paperwork MUST be completed with 100% accuracy due to compliance and regulatory actions.

· strong communication skills with clients and third party entities

· maintain professional social media accounts

· high degree of professionalism

· Compliance and licensing management

· Develop and closely follow appropriate standard operating procedures to ensure compliance with applicable regulatory requirements and corporate quality standards. • Manage complex office administrative work requiring the use of independent judgment and initiative.

· This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem necessary from time to time.

Requirements:

·High School Diploma preferably Associates or higher

· 10+ years of administrative support or equivalent experience required. Prior experience in the finance industry preferred

-Preferred experience with Financial Advisor Support

· Highly proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, Sales Force and database management.

· Possess extremely high attention to detail and discretion when dealing with sensitive and confidential corporate and client information.

· Very strong interpersonal skills and the ability to build relationships with key stakeholders.

· Salesforce Certification

· Proficient in digital filing system ie: Paperclip

· Full time position 9am - 5pm

· 3 References required

At TPS Financial, our reputation for professional excellence and reliability provides our clients a high level of confidence in the innovative and practical financial programs we recommend and help implement.

We offer a wide range of financial products and services to individuals and business owners. TPS is also the leading financial firm for educators and administrators in the state of New Jersey. Our financial professionals identify goals and provide comprehensive financial information to assist clients in making sound decisions designed to reach their goals.

The professionals at TPS work hard every day to help create exceptional relationships by providing clear, easily understood explanations of financial products and services. The personalized program we provide serves as a road map toward a more secure financial future.

TPS Financial is an Equal Opportunity Employer. TPS Financial does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.