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Financial Planner Assistant

Largo, FL · Accounting/Finance
Largo, FL

Expanding fast - Looking for a dedicated

Financial Planner Assistant

About our Company:

Econologics® Financial Advisors is a Registered Investment Advisory Firm and insurance agency located in Largo, FL.  We provide comprehensive financial planning services primarily to private practice owners who are located throughout the United States. 

We use a proprietary results-based financial planning® system that allows the Financial Planner to successfully advise clients and our team to assist them with their financial goals and objectives. Our company also has a strong marketing program to generate leads and convert them to clients, which has resulted in our fast expansion. 

Our location: 2401 West Bay Drive, Suite 603, Largo, FL 33770. https://econologicsfinancialadvisors.com/

Note: This is an in-office, full time position.

Compensation Package
We offer a competitive compensation and benefits package that includes a starting salary range of $45,000 - $47,000 based on experience and skills with potential for additional performance-based bonuses going from $1,200 to $3,200 per year.  Benefits include:
  • Health,
  • Dental,
  • Vision and
  • life insurance,
  • PTO and
  • An employer-provided retirement plan for qualified employees. 
Who we are looking for:

We are looking for someone who has an interest in assisting the Financial Planner by managing the implementation of our financial plans with our clients and providing client service for existing accounts. Key to this position is the ability to organize and multi-task in a fast-paced environment and having prior office admin experience in the Insurance and/or investment industry. We need someone who is very organized and a self-starter who can work unsupervised and independently and who can also work as part of a team focusing on client management. Your duties will include:
  • Client scheduling and support,
  • Data entry,
  • Account establishment and servicing,
  • File and database management,
  • Team coordination activities on a daily basis for client management and servicing. 
Required qualifications
  • Minimum of 1 year experience in office administration or similar position in an insurance or financial services setting that includes setting up and servicing client accounts and related activities
  • Experience in the insurance and/or investment Industry (Insurance and/or Investments)
  • Computer skills including the ability to operate Microsoft Office, financial application software and websites as well as customer relationship management software.
  •  High School Diploma or Equivalent
  • College Degree (Preferred, but not mandatory)
  • A clean background check with no criminal record or finance-related crimes is necessary for this position
  • A professional appearance and have exceptional written and verbal communication skills and manners. 
  • Must possess a valid driver’s license.
Required personality characteristics
  • Excellent communication skills.
  • Willing to contribute to the expansion of the organization.
  • Upbeat and outgoing; you get along well with others. 
  • Friendly attitude even when under pressure or when things go wrong. 
  • Team player who helps maintain a pleasant environment to work in. 
  • Willing to go the extra mile and you thrive on being competent. 
  • Good tolerance of high pressure at work.
  • Positive attitude and a relaxed demeanor. 
  • Quick learner.
  • A strong work ethic is a MUST.
Thank you for applying online.

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