Financial Assistant (Public) jobs in Rochester, MN

Our goal is to hire the right person to join our fantastic financial planning team. You will be joining a support team that manages the administrative tasks for a team Financial Planners.

Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients. Financial services experience and licenses are not required but a plus.

Please include details if these apply.)

• A list of responsibilities, but not all-inclusive :
• Assist advisors in preparing for client meetings and complete follow-up tasks.
• Complete paperwork for multiple product types and route to clients and various firm operations as specified by their financial plan.
• Prepare for client meetings, by updating financial planning and CRM software, and pulling statements; requesting needed information from clients in advance of meeting.
• Providing support to the Financial Advisor in post-meeting follow-up.
• New business processing (following up with carrier and client) for new accounts, involving both new and established clients.
• Interact with the corporate office on client related issues.
• Customer service on accounts; documenting client calls and interactions.
• Monitor alerts on existing accounts & policies to ensure accounts maintain client objectives.
• Passion for delivering amazing client experiences. We are all 100% committed to excellence in service of our clients.
• Follow through with all paperwork to ensure it is in good order.
• Mail agreements, brochures, and other client account paperwork to clients.
• Research and resolve account issues or miscellaneous questions for clients and advisors.
• Maintain files and prepare correspondence and documents for advisors and clients.
• Any additional tasks as they come up or as the business evolves to support the team.

Qualifications :

Bachelors degree preferred

• Two years of experience in financial services
• Have or be willing to obtain Life and Health License
• Have or be willing to obtain FINRA Series 7 and 66
• Proficient in Microsoft Office (Word, Excel, and PowerPoint)

Competencies :

• Strong technology / computer aptitude
• Identify and resolve problems in a timely manner
• Intuitive and resourceful to gather, analyze and resolve complicated issues
• Manage in and outbound call with professionalism
• Respond promptly and accurately to client questions and needs
• Meet commitments and maintain confidentiality
• Exhibit sound and accurate judgment
• Demonstrate accuracy and thoroughness
• Monitor own work to ensure quality
• Strong attention to detail
• Strong time management skills
• Thrive in a fast-paced environment

We anticipate this role will pay $30.00 per hour (depending upon qualifications) and it offers a quarterly and annual bonus.

To learn more about this opportunity, please email your resume to lorelei.kaetterhenry@prudential.com. I look forward to sharing more details with you!

Last updated : 2024-04-23