Financial Planning Assistant

Wealth Enhancement Group•Portland, OR

2d•$50,000 - $60,000•Onsite

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Portland, OR team is hiring a Financial Planning Assistant to aid a team of 3-4 financial advisors and provide general office support. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. The role supports the advisory team by providing the highest level of service to customers, clients, and prospects as they call or visit the Wealth Enhancement Group (WEG) office. This individual also responds to administrative requests such as assisting with technology, providing project assistance, managing day-to-day office administrative tasks, and responding to ad hoc requests. This role is a great opportunity for someone who aspires to become a financial planner or advisor someday; however, that is not a requirement. For those who wish to grow their career in that direction, the firm will cover the expense of pursuing a Series 65 license within the first 2 years of employment and/or CFP designation within the first 5 years of employment. We’re eager to learn your career goals and support your personal development path. This is an on-site position (M-F, 8am-5pm). Please note that in the coming months, this office will relocate from the East Beaverton area to the Tigard area. In the spirit of pay transparency, we are excited to share the pay range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits.

Requirements

Bachelor's degree in business; finance, economics, or related field preferred
Superior verbal and written communication skills
Desire to grow your career in some capacity within a wealth management office
Detail oriented to complete paperwork accurately
Good working knowledge of Word, Excel, Outlook, and PowerPoint
Excellent oral and written communication skills
Professional appearance; service oriented, positive attitude

Nice To Haves

Familiarity with Salesforce and Support Org functionality preferred

Responsibilities

Begin to understand our financial planning software with the objective of becoming the expert in our system (supporting 3 to 4 financial planners with client plan development)
Work with advisors on meeting preparation
Handle administrative tasks for new client setup, beneficiary changes, change of address, correspondence, forms, etc.
Support generating reports for meetings and presentations
Establish, maintain, and comply with an orderly record-keeping system, ensuring maintenance of confidential account files and proper workflow
Organize clients’ financial documentation
Dialogues with clients to understand their personal history and current financial needs.
Provide summary of client’s personal info, financial position, and asset allocation
Assist in the creation of financial planning reports/analyses from Morningstar, BRT (Kettley), etc.
Support the Financial Advisor with Financial Plan completion tasks (e.g., printing, copying, binding, mailing)
Record notes regarding client communications, inquiries, and actions related to planning in Salesforce
Prepare reviews and maintain accurate information on all accounts, beneficiary information, RMD tracking, etc.
May work with client’s tax or legal counsel on client concerns
Call clients to confirm and schedule meetings
Support clients as they complete paperwork and provide necessary signatures
Prepare necessary paperwork to address client service requests
Enthusiastically and promptly greet clients and guests, offer beverages as they await their appointment, and assist with jackets
Typing, generating, and proofreading correspondence, emails, letters, forms, policies and general office documents
Maintain multifunction printers; coordinate repairs when necessary
Manage incoming and outgoing USPS, FedEx, and UPS deliveries
Answer telephone, screen and route phone calls, and take messages as appropriate
Set up conference calls and video conferences
Manage calendars, schedule appointments, and coordinate meetings
File and scan as requested
Maintain a clean and organized reception area, conference rooms, and kitchen
Under the direction of your manager, assist with various office projects as requested

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)