Financial Advisor Assistant

Codrea Financial Services is a financial planning agency in Westerville, Ohio. We are looking for an experienced advisor’s assistant who has prior experience working with clients in the financial services industry.

The ideal candidate will:

Understand that clients are our top priority and excel in an environment that focuses on delivering the highest level of client care and service, responding promptly and professionally to client requests

Enjoy working independently on detailed tasks with many moving parts, while also being willing to be the ultimate team player

Be quick thinking on their feet with the ability to remain flexible to changing priorities

Offer persistent follow through within a fast-moving environment

Handle sensitive information with a high degree of integrity, accountability, and confidentiality

Demonstrate proven ability to prioritize, meet required deadlines, and manage client business with limited direction

Possess a ‘can do’ attitude and a growth mindset; and, be someone who understands and embraces a team mentality – for our clients and within our office

Be comfortable working in a small office and working in partnership with the other advisor’s assistants to ensure the day-to-day operations of the firm run smoothly

The advisor’s assistant will be responsible for tasks such as:

Opening new investment accounts, rolling over/transferring funds from existing accounts, moving money

Requesting insurance quotes, issuing applications, and maintaining life insurance policies

Maintaining clear and accurate communication with clients throughout the entire process

Running weekly reports and maintaining/updating spreadsheets

Maintaining detail-oriented, compliant filing system of paper and electronic documents

Maintaining clear, consistent communication with compliance department and partners

Meticulously tracking project details in RedTail with care and accuracy

Answering the phone, responding to emails, and interfacing with clients

Supporting the marketing team with event planning and execution

Maintaining administrative functions of the office, as required

Performing all other duties as assigned by the advisor

Qualifications:

Bachelor’s Degree, required

Minimum 1-3 years of experience working in the financial services industry, required

Experience working in a financial planning office, ideal

Excellent written and verbal communication skills, required

Understanding of the financial services and/or insurance industry, required

Microsoft Office skills, required

Strong technical skills, ideal

Benefits:

Salary range: $55,000 – 70,000, commensurate upon experience

Medical, Dental, and Vision Insurance

401(k) plan match up to 3%

Paid holidays, sick & vacation days

Job Type: Due to the nature of our business, this position requires the candidate to work in our office in Westerville, OH. This position will not be a remote position. Our hours are Monday to Friday from 8:00 a.m. – 4:30 p.m.

For information, please contact Codrea Financial Services at or visit