financial services assistant

Prime Financial Strategies, Inc

<p><b>Administrative Assistant in Financial Advisory Firm </b>with opportunity to <b>Advance</b></p><p><i><b>Location:</b></i> 80918 <i>Colorado Springs &ndash; On-site</i> <i>Position </i><i><b>Type:</b></i> <i>Full-Time (40 hours/week)</i></p><p>Your organizational skills and proactive attitude will be vital in supporting daily operations and ensuring a seamless client experience. You'll handle a variety of administrative tasks and provide outstanding customer support.</p><p><i><b>Compensation: </b></i><i>$45,000&ndash;$55,000 base+ negotiable for experience/credentials; PTO earned for 6 holidays, 4 personal days, 5 vacation days; retirement plan match; reimbursed licensing exams &amp; study materials.</i></p><p><b>Who We Are</b></p><p>We are a small, family-owned Financial Advisory and RIA Firm serving multi-generational clients for over 35 years. As a team of 6, we pride ourselves on white-glove service, fiduciary integrity, and a warm, caring culture. This is not a corporate call-center. Every team member knows every client by name.</p><p><b>The Role</b></p><p>Start as our <b>Administrative Assistant</b> and, with initiative, there is an opportunity to advance to <b>ParaPlanner</b> (2-5 years) and <b>Associate Advisor Track</b> (5-10 years). We will reimburse you for your Series 7, 66, Life/Health licenses, and CFP&reg; coursework if you show initiative.</p><p><b>Administrative Assistant</b></p><p><b>Client Experience (50%)</b></p><p>&middot; Greet clients (in-person &amp; phone), schedule reviews, send correspondence. Excellent phone etiquette</p><p>&middot; Prepare meeting materials, scan/organize documents, update and maintain client information in CRM and compliance systems</p><p>&middot; Process paperwork and service requests, account openings, transfers, RMDs, and beneficiary changes.</p><p><b>Team Support (50%)</b></p><p>&middot; Call Service providers and request information, verify details, prepare organized, accurate work product</p><p>&middot; Gather investment research, strategy proposals, and insurance illustrations.</p><p>&middot; Ad-hoc projects (ex. convert paper files to digital, explore new technologies for adoption).</p><p>&middot; Maintain processes and procedures, manage office supplies, other general office duties to include both physical and digital filing, data entry, document preparation and management</p><p><b>Paraplanner Track</b> <b>(upon licensure &amp; mastery) Year 2&ndash;3+: </b>optional with initiative</p><p>&middot; Build financial plans in MoneyGuidePro/IncomeLabs.</p><ul><li>Run &ldquo;what-if&rdquo; scenarios, insurance audits, Roth conversions.</li><li>Draft review summaries and sit in on client meetings (shadow &rarr; co-present).</li><li>Earn seat at morning huddle; eventual path to Associate Advisor.</li></ul><p><b>Who Thrives Here</b></p><ul><li><b>Detail-obsessed</b> but warm&mdash;can catch a $0.03 discrepancy <i>and</i> make a grieving widow feel heard.</li><li><b>Tech-comfortable</b>: Proficient in Microsoft Office; quick learner of CRM/portfolio software.</li><li><b>Growth mindset</b>: 2- or 4-year degree or equivalent experience; desire to learn.</li><li><b>Self-Confident</b>: be able to work in a family office and adapt to relational dynamics.</li><li><b>Long-term fit</b>: Seeking a career, not a r&eacute;sum&eacute; line. We promote from within.</li></ul><p><b>Requirements</b></p><ul><li>1&ndash;3 years administrative assistant experience (financial services a plus, not required). Proven office experience with strong organizational skills and attention to detail</li><li>Cleanly available M&ndash;F 8:00&ndash;5:00; rare overtime.</li><li>Clean financial history, background check and fingerprinting required.</li><li>We judge character over credentials, and critical thinking ability over existing knowledge.</li><li>Bonus: Notary, prior accounting, math or science background (we work with many engineers)</li></ul><p><b>What We Invest in You</b></p><ul><li><b>Professional Development &amp; Licensing</b>: We reimburse for Series 7, 66 and insurance exams + study materials after 6 months.</li><li><b>Education</b>: Reimburse CFP&reg; coursework after 36 months.</li><li><b>Retirement Plan</b>: Company matching retirement plan (SIMPLE IRA currently)</li><li><b>Mentorship</b>: 1:1 with primary advisor; quarterly reviews with written growth plan.</li><li><i><b>PTO</b></i> <i>earned for 6 holidays, 4 personal days, 5 vacation days; increases with longevity</i></li></ul><p><b>To Apply</b></p><p>Required: R<b>esume + Cover letter</b> In Subject: &ldquo;<b>Admin &rarr; Paraplanner &ndash; [Your Name]&rdquo;</b>.</p><p>In your cover letter, answer: &ldquo;How do you decide whether to ask for help or to find an answer yourself?&rdquo; Also please note hire date availability</p><p>Applications close <b>May 15, 2026</b>. No calls or recruiters.</p><p>Pay: $22.00 - $27.00 per hour</p><p>Expected hours: 40.0 per week</p><p>Benefits:</p><ul><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul><p>Application Question(s):</p><ul><li>In the cover letter please answer:  How do you decide when to ask for help or to find an answer yourself?</li><li>What is your start date availability?</li></ul><p>Work Location: In person</p>

Administrative Assistant in Financial Advisory Firm

Remote Advisor Resources

<p>Job description:</p><p><b>Remote Financial Advisor Assistant (Independent Contractor)</b><br/><i>Work From Home &ndash; Flexible Schedule &ndash; Nationwide Placements</i></p><p>If you love working as a <b>Financial Advisor Assistant</b> or <b>Client Service Representative</b> but want more flexibility in your schedule and lifestyle, join <b>Remote Advisor Resources</b>&mdash;just like so many other professionals have!</p><p>We connect experienced professionals with high-net-worth Financial Advisors across the country. As a <b>1099 Independent Contractor</b>, you&rsquo;ll have the freedom to choose assignments, work remotely, and partner with quality advisors through our established network and referrals.</p><p><b>What You&rsquo;ll Do:</b></p><ul><li>Support successful Financial Advisors nationwide</li><li>Manage client onboarding, account maintenance, and service requests</li><li>Utilize leading platforms such as <b>LPL Financial, Schwab, Fidelity/Wealthscape</b></li><li>Work with CRMs including <b>Redtail, Salesforce, Wealthbox</b>, and others</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li><b>5+ years</b> experience with a Broker-Dealer and Financial Advisor</li><li>Strong organizational skills and attention to detail</li><li>Self-starter who can work independently</li><li>Proficient in financial platforms and CRMs</li><li>Reliable internet and home office setup</li></ul><p><b>Perks:</b></p><ul><li>Flexible, work-from-home schedule</li><li>Choose assignments that fit your availability</li><li>Competitive hourly rates with reputable, high-caliber Advisors</li></ul><p>Join a team that values your expertise, connects you with quality opportunities, and lets you work <b>on your terms</b>.</p><p><b>Apply today to become a part of Remote Advisor Resources!</b></p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Application Question(s):</p><ul><li>Experience on Wealthbox, Redtail</li></ul><p>Experience:</p><ul><li>Financial Advisor Assistant: 5 years (Required)</li></ul><p>License/Certification:</p><ul><li>SEI, Series 7 , Series 66 (Preferred)</li></ul><p>Work Location: Remote</p><p>Pay: $68,000.00 - $90,000.00 per year</p><p>Benefits:</p><ul><li>Referral program</li></ul><p>Work Location: Remote</p>

Financial Advisor Assistant Role with Experience on Schwab, Fidelity, LPL Platforms - REMOTE

Winthrop & Weinstine

<div><div><b>Legal Assistant - Financial Services Floater</b><br>
Minneapolis, MN<br>
<br>
Winthrop &amp; Weinstine is seeking a knowledgeable and driven Legal Administrative Assistant to work in our Financial Services Department. Looking for a new team member with a strong attention to detail who can assist with the workload for busy attorneys and paralegals. Must have the ability to work in a fast-paced environment as part of a close-knit team. The responsibilities for this position will include, but are not limited to:<br>
<br>
<b>ESSENTIAL JOB FUNCTIONS (Including, but not limited to):</b></div>
<ul><li>Draft and format professional correspondence and documents.</li>
<li>Review, organize, assemble and scan documents.</li>
<li>Prepare, circulate and track signature pages.</li>
<li>Create and help maintain closing checklists.</li>
<li>Assist and maintain checklists in the preparation of closings.</li>
<li>Process and transmit client documents and materials.</li>
<li>Review, edit and finalize attorney time entries.</li>
<li>Process and distribute invoices.</li>
<li>Organize and maintain electronic files and process new file openings.</li>
<li>Provide administrative support such as calendar and email maintenance, answering phones and making travel arrangements.</li>
<li>Calendar important deal closing dates.</li>
<li>Provide quality, responsive customer service to clients and co-workers.</li>
<li>Act as a liaison between attorney and client, facilitating communication and transmittal of necessary information.</li>
<li>Advise and communicate regularly with team regarding status of client matters.</li>
<li>Open client files.</li>
<li>Process invoices and reimbursements.</li>
<li>Process document comparisons.</li>
<li>Complete other projects and assignments as assigned.</li>
</ul>
<div><br>
<b>COMPETENCIES (KNOWLEDGE, SKILLS AND ABILITIES) REQUIRED:</b></div>
<ul><li>Strong attention to detail, accuracy; excellent grammar, proofreading and communication skills.</li>
<li>Dependable, accountable, and consistently demonstrating a strong work ethic with a professional demeanor in all interactions.</li>
<li>Strong interpersonal relationships and ability to interact with all levels of the organization.</li>
<li>Ability to work well under pressure with deadlines &ndash; possess a sense of urgency.</li>
<li>Ability to work in a fast-paced environment with a variety of personalities and work styles.</li>
<li>Ability to be flexible in schedule and adaptable to constant change.</li>
<li>Ability to effectively handle multiple tasks and frequent interruptions.</li>
<li>Job duties may require time over 37.50 hours per week.</li>
</ul>
<div><br>
<b>QUALIFICATIONS, REQUIRED:</b></div>
<ul><li>Excellent computer and communication skills.</li>
<li>Advanced proficiency in Microsoft suite.</li>
<li>Excellent grammar, proofreading skills, and a keen eye for detail, ensuring high levels of accuracy in all written communications and document preparation.</li>
<li>Ability to organize, prioritize, and manage multiple tasks effectively, ensuring completion of assignments despite frequent interruptions and changes in schedule.</li>
</ul>
<div><br>
<b>QUALIFICATIONS, PREFERRED:</b></div>
<ul><li>At least one year of legal administrative assistant experience in a law firm preferred.</li>
<li>Experience in working with Renewable Energy.</li>
<li>Experience in a legal office.</li>
<li>Experience in providing administrative support functions.</li>
<li>Experience with the following software: iManage, InTapp.</li>
</ul>
<div><br>
<b>WORKING CONDITIONS:</b></div>
<ul><li>Requires use of office equipment, such as computers, phones, and copiers.</li>
<li>Requires sitting and computer-related activities for extended periods of time.</li>
<li>Requires occasional lifting up to and exceeding 20 pounds.</li>
</ul>
<div><br>
<b>SALARY &amp; BENEFITS:</b><br>
Winthrop is committed to fair and equitable compensation practices. The salary range for this role and the specific offer will be determined based on a candidate&rsquo;s relevant knowledge, and alignment with the responsibilities of the position, as follows:</div>
<ul><li>Candidates who are newer to this type of role or building foundational expertise can expect an offer in the $48,000&ndash;$66,000 range.</li>
<li>Candidates with growing proficiency and a solid track record in similar roles may be considered in the $56,000&ndash;$75,000 range.</li>
<li>Those with advanced, specialized knowledge or a history of leading complex work in this area may fall within the $67,500&ndash;$80,000 range.</li>
<li>Candidates with extensive, strategic-level experience or who bring deep subject matter expertise may be paid up to $91,000.</li>
</ul>
<div><br>
Posted salary ranges are made in good faith. Winthrop &amp; Weinstine reserves the right to adjust ranges depending on the experience/qualifications of the selected candidate as well as internal and external equity.<br>
<br>
Winthrop &amp; Weinstine offers a comprehensive benefits package for all regular full time employees including health insurance, paid parental leave, 401(k), disability, life insurance, paid time off, and voluntary benefits.<br>
<br>
<br>
<b>Equal Opportunity Employer:</b><br>
Winthrop &amp; Weinstine is an equal opportunity employer. We do not discriminate on the basis of race, color, creed, religion, sex, national origin, physical or mental disability, age, veteran status, pregnancy, sexual orientation, genetic information, gender identity, or any other basis protected by state or federal law or local ordinance.</div></div>

Legal Assistant - Financial Services Floater

Nexus Insurance Brokers

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>About the Role</b></p><p>
We are looking for a highly organized and detail-oriented <b>Investment Advisory Operational Assistant</b> to support our Investment Advisory team in managing client portfolios, reporting, and operational processes.</p><p>
This role plays an important part in ensuring smooth day-to-day operations, accurate portfolio reporting, and efficient coordination between consultants, clients, and internal teams.</p><p>
If you enjoy working with data, supporting financial advisory teams, and being part of a fast-paced financial services environment, this role offers a great opportunity to grow within the investment advisory space.</p><p><b>
Key Responsibilities</b></p><p><b>
Investment Advisory Support</b></p><ul>
<li><ul><li>Prepare and maintain daily reporting related to client portfolios and investment advisory activities.</li>
</ul></li></ul><ul><li><ul><li>Assist in preparing client investment reports, portfolio summaries, and presentations.</li>
</ul></li></ul><ul><li><ul><li>Support the monitoring of portfolio performance and compilation of periodic reports.</li>
</ul></li></ul><p><b>Operational Coordination</b></p><ul>
<li><ul><li>Schedule and coordinate client meetings for the Investment Advisory team.</li>
</ul></li></ul><ul><li><ul><li>Maintain regular communication with NIB consultants to support the <b>Funds Under Management (FUM) conversion process</b>.</li>
</ul></li></ul><ul><li><ul><li>Coordinate with internal teams including Compliance, Operations, and Finance for smooth processing of investment transactions.</li>
</ul></li></ul><p><b>Data Management</b></p><ul>
<li><ul><li>Ensure accurate updating of client records and investment data within internal systems and databases.</li>
</ul></li></ul><ul><li><ul><li>Assist in preparing management dashboards and reports related to advisory performance and FUM.</li>
</ul></li></ul><p><b>Documentation &amp; Compliance</b></p><ul>
<li><ul><li>Track client documentation including onboarding forms, KYC, and investment-related paperwork.</li>
</ul></li></ul><ul><li><ul><li>Maintain proper filing and records in line with company policies and regulatory requirements.</li>
</ul></li></ul><ul><li><ul><li>Follow up with consultants and clients for pending documentation or required information.</li>
</ul></li></ul><p><b>Administrative Support</b></p><ul>
<li><ul><li>Provide operational and administrative support to the Investment Advisory leadership team.</li>
</ul></li></ul><ul><li><ul><li>Assist in managing operational issues or discrepancies in client investment records.</li>
</ul></li></ul><p><b>Requirements</b></p><ul>
<li><ul><li>Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.</li>
</ul></li></ul><ul><li><ul><li>2&ndash;4 years of experience in financial services, wealth management, investment operations, or banking support roles.</li>
</ul></li></ul><ul><li><ul><li>Strong organizational and coordination skills.</li>
</ul></li></ul><ul><li><ul><li>High attention to detail and data accuracy.</li>
</ul></li></ul><ul><li><ul><li>Proficiency in Microsoft Excel and PowerPoint.</li>
</ul></li></ul><ul><li>Ability to manage multiple tasks in a fast-paced environment.</li>
</ul><p>
</p><p><b>Location:</b> Dubai, UAE
<br>
<b>Department:</b> Investment Advisory</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div></div>

Investment Advisory Operational Assistant

Citizens

<div><p><b>Description</b></p><p>
Be a part of one of the most exciting new delivery channels at Citizens. Transactions aren&rsquo;t at the heart of banking &mdash; relationships are. That&rsquo;s why we&rsquo;re not looking for just any Virtual Assistant. We&rsquo;re looking for <b>Citizens Virtual Assistants</b>. What sets these colleagues apart? You look customers in the eye and greet them through a virtual video session with a smile &mdash; just like you would a friend or a neighbor. Whether you&rsquo;re processing transactions, giving advice and meeting customers needs, or collaborating with your branch team, you provide a memorable, meaningful experience to every customer, every day.</p><p>
As a <b>Citizens Virtual Assistant</b>, you will be the first line of contact with our valued Citizens customer through a new delivery channel called Interactive Teller Machine. Our mission is to help customers reach their potential no matter where they are on their journey and in this role, you will represent Citizens with a friendly, memorable, and productive customer experience. With a re-imagined banking experience, the Citizens Virtual Assistant will help to educate customers on digital and self-service opportunities, while identifying needs and making appropriate referrals. You will process a variety of routine financial transactions including cashing checks, withdrawals, facilitating deposits, and overseeing credit card and loan payments. The role processes account service and maintenance request and delivers value-add service to account holders like new account opening and lending advice in compliance with our bank policies, guidelines, and procedures to effectively manage risk.
 </p><p><b>What you'll do</b></p><ul><li><p><b>
Ensure our customers are extremely satisfied with every interaction</b>:</p></li><li><p>
Be the face of Citizens, be professional, friendly and helpful with every interaction</p></li><li><p>
Effectively communicate via video technology</p></li><li><p>
Respond to a variety of incoming customers interactions with a passion to deliver high quality solutions for our customers</p></li><li><p>
Perform routine teller transactions and maintenance requests</p></li><li><p>
Educate customers on the convenient banking options that Citizens offers; online banking, mobile banking, ATM/ITMs, etc.</p></li><li><p>
Provide a memorable, meaningful experience to every customer</p></li><li><p><b>
Drives sales through service</b>:</p></li><li><p>
Work closely with new and existing customers to understand their financial needs and deepen relationships</p></li><li><p>
Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs</p></li><li><p>
Make referrals to appropriate business lines for new products / services</p></li><li><p><b>
Be a productive and engaged member of a dynamic team:</b></p></li><li><p>
Comply with all financial policies and procedures, state and local laws and regulations</p></li><li><p>
Foster strong and effective partnerships</p></li><li><p>
Take advantage of training and coaching to grow with Citizens in other exciting roles</p></li><li><p>
Bring positive energy and confidence to Citizens and its customers every day</p></li></ul><p><b>
What you'll get</b></p><ul><li><p><b>
Meaningful work &amp; relationships</b> &ndash; You&rsquo;ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.</p></li><li><p><b>
Commitment to community</b> &ndash; You&rsquo;ll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you</p></li><li><p><b>
Recognition &amp; reward</b> &ndash; You&rsquo;ll see your hard work rewarded with promotion, growth and new opportunities</p></li><li><p><b>
Training &amp; development</b> &ndash; You&rsquo;ll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you</p></li><li><p><b>
Exceptional benefits</b> &ndash; You&rsquo;ll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You&rsquo;ll also get a discount on thousands of gyms, studios and fitness centers.</p></li></ul><p><b>
Qualifications</b></p><ul><li><p>
High School degree or GED required</p></li><li><p>
Spanish speaking required</p></li><li><p>
Prior banking experience, processing teller transactions and recommending and referring products and services to customers</p></li><li><p>
Positive and customer focused mindset</p></li><li><p>
Strong listening and highly effective communication skills; ability to showcase these skills across video</p></li><li><p>
Proficient in asking questions and identifying needs to enhance the customer relationship</p></li><li><p>
Ability to problem solve and provide solutions to customer issues</p></li><li><p>
Strong computer skills and comfortable using digital technology to support the delivery of business goals</p></li><li><p>
Ability to foster relationships with teammates and partners through collaboration</p></li><li><p>
Energetic, organized, detail-oriented and ability to multitask effectively and in a timely manner</p></li><li><p>
Ability to work hours, which can include weekends and evenings</p></li></ul><p><b>
Hours &amp; Work Schedule</b></p><ul><li><p>
Hours per Week: 40</p></li><li><p>
Work Schedule: M, F, and Sat required, fully onsite</p></li></ul>
<p><i>Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.</i></p>
<p><b>
Equal Employment Opportunity</b></p><p>
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.</p><p></p><b>
Why Work for Us</b><p></p>
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth<p></p>
<p><i>Background Check</i></p>
<p><i>Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.</i></p></div>

Virtual Assistant Spanish Speaking - In-Person/Fully Onsite

<div><p><b>Description</b></p><p>
Be a part of one of the most exciting new delivery channels at Citizens. Transactions aren&rsquo;t at the heart of banking &mdash; relationships are. That&rsquo;s why we&rsquo;re not looking for just any Virtual Assistant. We&rsquo;re looking for <b>Citizens Virtual Assistants</b>. What sets these colleagues apart? You look customers in the eye and greet them through a virtual video session with a smile &mdash; just like you would a friend or a neighbor. Whether you&rsquo;re processing transactions, giving advice and meeting customers needs, or collaborating with your branch team, you provide a memorable, meaningful experience to every customer, every day.</p><p>
As a <b>Citizens Virtual Assistant</b>, you will be the first line of contact with our valued Citizens customer through a new delivery channel called Interactive Teller Machine. Our mission is to help customers reach their potential no matter where they are on their journey and in this role, you will represent Citizens with a friendly, memorable, and productive customer experience. With a re-imagined banking experience, the Citizens Virtual Assistant will help to educate customers on digital and self-service opportunities, while identifying needs and making appropriate referrals. You will process a variety of routine financial transactions including cashing checks, withdrawals, facilitating deposits, and overseeing credit card and loan payments. The role processes account service and maintenance request and delivers value-add service to account holders like new account opening and lending advice in compliance with our bank policies, guidelines, and procedures to effectively manage risk.
 </p><p><b>What you'll do</b></p><ul><li><p><b>
Ensure our customers are extremely satisfied with every interaction</b>:</p></li><li><p>
Be the face of Citizens, be professional, friendly and helpful with every interaction</p></li><li><p>
Effectively communicate via video technology</p></li><li><p>
Respond to a variety of incoming customers interactions with a passion to deliver high quality solutions for our customers</p></li><li><p>
Perform routine teller transactions and maintenance requests</p></li><li><p>
Educate customers on the convenient banking options that Citizens offers; online banking, mobile banking, ATM/ITMs, etc.</p></li><li><p>
Provide a memorable, meaningful experience to every customer</p></li><li><p><b>
Drives sales through service</b>:</p></li><li><p>
Work closely with new and existing customers to understand their financial needs and deepen relationships</p></li><li><p>
Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs</p></li><li><p>
Make referrals to appropriate business lines for new products / services</p></li><li><p><b>
Be a productive and engaged member of a dynamic team:</b></p></li><li><p>
Comply with all financial policies and procedures, state and local laws and regulations</p></li><li><p>
Foster strong and effective partnerships</p></li><li><p>
Take advantage of training and coaching to grow with Citizens in other exciting roles</p></li><li><p>
Bring positive energy and confidence to Citizens and its customers every day</p></li></ul><p><b>
What you'll get</b></p><ul><li><p><b>
Meaningful work &amp; relationships</b> &ndash; You&rsquo;ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.</p></li><li><p><b>
Commitment to community</b> &ndash; You&rsquo;ll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you</p></li><li><p><b>
Recognition &amp; reward</b> &ndash; You&rsquo;ll see your hard work rewarded with promotion, growth and new opportunities</p></li><li><p><b>
Training &amp; development</b> &ndash; You&rsquo;ll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you</p></li><li><p><b>
Exceptional benefits</b> &ndash; You&rsquo;ll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You&rsquo;ll also get a discount on thousands of gyms, studios and fitness centers.</p></li></ul><p><b>
Qualifications</b></p><ul><li><p>
High School degree or GED required</p></li><li><p>
Prior banking experience, processing teller transactions and recommending and referring products and services to customers</p></li><li><p>
Positive and customer focused mindset</p></li><li><p>
Strong listening and highly effective communication skills; ability to showcase these skills across video</p></li><li><p>
Proficient in asking questions and identifying needs to enhance the customer relationship</p></li><li><p>
Ability to problem solve and provide solutions to customer issues</p></li><li><p>
Strong computer skills and comfortable using digital technology to support the delivery of business goals</p></li><li><p>
Ability to foster relationships with teammates and partners through collaboration</p></li><li><p>
Energetic, organized, detail-oriented and ability to multitask effectively and in a timely manner</p></li><li><p>
Ability to work hours, which can include weekends and evenings</p></li></ul><p><b>
Hours &amp; Work Schedule</b></p><ul><li><p>
Hours per Week: 40</p></li><li><p>
Work Schedule: M, F, and Sat required, fully onsite</p></li></ul>
<p><i>Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.</i></p>
<p><b>
Equal Employment Opportunity</b></p><p>
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.</p><p></p><b>
Why Work for Us</b><p></p>
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth<p></p>
<p><i>Background Check</i></p>
<p><i>Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.</i></p></div>

Virtual Assistant - In-Person/Fully Onsite

Independence Bank

<div><div><div><div><div><div><div><p><b>Financial Sales Assistant</b></p></div></div><p></p><ul><li><br>
Position can be based out of Hopkins, Henderson or Webster counties in Kentucky. It is not eligible for remote work.</li></ul><div><div><p><b>
Job Code</b><br>
<b>FSASST</b></p><p><b><br>
Job Family</b></p><p><b><br>
Supervisory</b></p></div></div><p></p><div><div><p><b><br>
Job Summary</b></p></div><div><div><div><p><br>
This position is responsible for performing operational support and administrative duties for multiple Financial Advisors. Tasks range from simple to complex.</p></div></div></div></div><p></p><div><div><p><b><br>
Essential Functions, Duties and Responsibilities include, but are not limited to:</b></p></div><div><div><div><div><br>
<ul><li>
Works with Financial Advisors and customers to process and complete customer requests</li></ul></div><div><br>
<ul><li>
Prepares new account documents and sets up new accounts on accounting system</li></ul></div><div><br>
<ul><li>
Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software</li></ul></div><div><br>
<ul><li>
Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors</li></ul></div><div><br>
<ul><li>
Performs administrative tasks, including scanning, copying and printing</li></ul></div><div><br>
<ul><li>
Performs set up and maintenance of accounts and securities</li></ul></div><div><br>
<ul><li>
Processes trades, transfers and dividend payments</li></ul></div><div><br>
<ul><li>
Processes distributions and prepare receipts for customers</li></ul></div><div><br>
<ul><li>
Processes bond issues</li></ul></div><div><br>
<ul><li>
Processes tax payments and returns</li></ul></div><div><br>
<ul><li>
Balances daily work items</li></ul></div><div><br>
<ul><li>
Orders supplies, maintains records database systems, and performs basic bookkeeping work</li></ul></div><div><br>
<ul><li>
Files and retrieves corporate documents, records, and reports</li></ul></div><div><br>
<ul><li>
Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls</li></ul></div><div><br>
<ul><li>
Processes retirement plan contributions, distributions, allocations, and tax reporting</li></ul></div><div><br>
<ul><li>
Organizes client meetings and community events</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Education, Experience and Qualifications</b></p></div><div><div><div><p><b><br>
Education</b></p></div><div><div><div><p><b><br>
Required/Preferred</b></p><p><b><br>
Education Level</b></p><p><b><br>
Description</b></p></div><div><p><br>
Required</p><p><br>
High School or GED</p></div><p></p><div><p><br>
Preferred</p><p><br>
Associate Degree</p><p><br>
Degree in business, accounting, or related field preferred</p></div></div></div></div></div><div><div><div><p><b><br>
Years of Experience</b></p></div><div><div><div><p><b><br>
Minimum</b></p><p><b><br>
Comments</b></p></div><p></p><div><p><br>
No experience required; customer service and/or clerical experience preferred</p></div></div></div></div></div><div><div><div><p><b><br>
License / Certification</b></p></div><div><div><div><p><b><br>
Required/Preferred</b></p><p><b><br>
License / Certification</b></p><p><b><br>
Description</b></p></div></div></div></div></div><p></p><div><div><div><p><b><br>
Additional Qualifications</b></p></div><div><div><br>
<ul><li>
Computer competency and experience with Microsoft Word and Excel required</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Core Competencies</b></p></div><div><div><div><div><br>
<ul><li>
Accuracy and attention to detail</li></ul></div><div><br>
<ul><li>
Customer service skills</li></ul></div><div><br>
<ul><li>
Clerical and administrative skills, including data entry</li></ul></div><div><br>
<ul><li>
Knowledge of recordkeeping and bookkeeping principals</li></ul></div><div><br>
<ul><li>
Computer skills</li></ul></div><div><br>
<ul><li>
Oral and written communication skills</li></ul></div><div><br>
<ul><li>
Interpersonal skills</li></ul></div><div><br>
<ul><li>
Ability to understand and follow directions</li></ul></div><div><br>
<ul><li>
Ability to multi-task and meet deadlines</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Working Conditions</b></p></div><div><div><div><p><b><br>
Working Conditions</b></p></div><div><div><p><br>
Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.</p></div></div></div></div><div><div><div><p><b><br>
Travel Requirements</b></p></div><div><div><div><p><b><br>
Requirement</b></p><p><b><br>
Frequency</b></p></div><p></p><div><p><br>
Never or Rarely</p></div></div></div></div></div><div><div><div><p><b><br>
Mandatory Vacation</b></p></div><div><div><p><br>
Position requires incumbents to be off work for a minimum of five consecutive business days</p></div></div></div></div></div><p></p><div><div><p><b><br>
Physical Requirements</b></p></div><div><div><div><div><p><b><br>
Requirement</b></p><p><b><br>
Frequency</b></p></div><div><p><br>
Sitting (remaining in a seated position)</p><p><br>
Constantly</p></div><div><p><br>
Standing (remaining on one&rsquo;s feet in an upright position without moving about)</p><p><br>
Occasionally</p></div><div><p><br>
Walking (moving about on one&rsquo;s feet)</p><p><br>
Occasionally</p></div><div><p><br>
Lifting (raising or lowering an object from one level to another)</p><p><br>
Occasionally</p></div><div><p><br>
Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)</p><p><br>
Occasionally</p></div><div><p><br>
Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)</p><p><br>
Never or Rarely</p></div><div><p><br>
Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)</p><p><br>
Never or Rarely</p></div><div><p><br>
Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)</p><p><br>
Constantly</p></div><div><p><br>
Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)</p><p><br>
Occasionally</p></div><div><p><br>
Stooping (bending downward and forward by bending spine at the waist)</p><p><br>
Occasionally</p></div><div><p><br>
Squatting/Crouching (bending body downward and forward by bending legs and spine)</p><p><br>
Never or Rarely</p></div><div><p><br>
Kneeling (bending legs at knees to come to rest on knee(s))</p><p><br>
Occasionally</p></div><div><p><br>
Crawling (moving about on hand and knees or hands and feet)</p><p><br>
Never or Rarely</p></div><div><p><br>
Climbing (ascending or descending ladders, stairs, ramps)</p><p><br>
Occasionally</p></div><div><p><br>
Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)</p><p><br>
Frequently</p></div><div><p><br>
Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)</p><p><br>
Frequently</p></div><div><p><br>
Near Visual Acuity (clarity of vision at approximately 20 inches or less)</p><p><br>
Constantly</p></div><div><p><br>
Far Visual Acuity (clarity of vision at approximately 20 feet or more)</p><p><br>
Occasionally</p></div></div></div></div><div><div><div><p><b><br>
Additional Physical Requirements</b></p></div><div><div><p><br>
May require moving materials weighing up to 10 pounds on an occasional basis.</p></div></div></div></div></div></div></div></div></div></div><p></p>

Financial Sales Assistant - Henderson/Hopkins/Webster County, KY

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