Financial Associate (Corporate) jobs in Medford, OR

Looking for a different career view? Join Kingsview!

Are you looking to be part of an energetic, progressive and innovative team where you’re valued for what you bring to a position through your skills, education and experience? Kingsview Partners is the answer!

Kingsview Partners is a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client get the specialized attention required to meet their investment needs. To Kingsview, the only thing that matters is long term client satisfaction.

Some of the Kingsview great benefits for employees are:

· 401k matching

· Employer paid medical

· Employer paid dental

· Employer paid vision

· Employer paid AD&D and Life Insurance

· Health Savings Account

· Wellness benefit program

· Paid vacation and sick time

· Casual Fridays

· Paid NYSE Holidays

· Snacks, sodas and amazing coffee!

Kingsview is looking for a new member to join our dynamic team!

Job description, required education and experience below:

Job description

This is an excellent job for a Operations Minded Administrative Professional with extensive experience in the Wealth Management industry.

This is a full-time role for a hands-on self-starter that is excited at the opportunity to help serve clients by working directly with the firm’s financial advisors, clients, and custodians. The role is perfect for an experienced professional that wants an opportunity for career progression that only comes with working at a fast-growing firm.

Who We Are:

Kingsview Wealth Management is a fast-growing independent advisory partnership offering clients financial planning, investment management, tax and insurance services. Over the last few years, we've grown rapidly, serving thousands of clients while establishing a nationwide footprint. We are focused on growth and need highly motivated winners to add to our team.

Overview:

Imagine working in an environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investor's lives. As a Senior Corporate Office Administrator, you will be at the center of working with the firm’s financial advisors and custodians to create a seamless experience for clients. Using your experience, you will build relationships and work with people across all departments as well as the firm’s branch office network. You will be a key part of the firm’s mission to improve the quality of financial advice that is available to investors, enhancing both the services our advisor partners can offer their clients, their financial future, and our overall growth.

The Opportunity:

Want to use your experience as an Operations and Administrative Professional to help financial advisors better serve clients as independent fiduciaries? Surrounded by professionals, you will grow your skills, build relationships within the firm, and control your career path. The Senior Administrative position is both a rewarding and engaging role. Helping make sure the firm runs smoothly to and clients are happy is a victory.

Simply put: You can earn, grow your career and control your success.

Your Qualifications:

· Maintain positive working relationships with others, both internally and externally.

· Anticipate, understand, and respond to the needs of co-workers, the Supervisor and the clients to meet or exceed their expectations.

· Follows direction well, works cooperatively and effectively with others to set goals, resolve problems and make decisions to enhance company’s effectiveness; ability to undertake self-directed tasks when necessary; open to learning new skills.

· Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule and ability to make clear and timely decisions.

· Perform work tasks with a high attention to detail, with the ability to consistently ensure accuracy of data and documents.

· 3 years of experience in a busy office (serving in the financial services, broker or RIA preferred).

· Frequent and/or extended travel may be required.

· Provide outstanding customer service.

· Excellent communication – both verbal and written.

· Good-natured, positive attitude, team player.

· Self-directed initiative.

· A desire for continuous learning.

· Ability to adhere to complex regulatory and compliance requirements.

· Knowledge of administrative and clerical procedures and systems such as 9managing files, records, and other office procedures.

· Working knowledge of Microsoft Office Products.

Preferred Education & Experience:

· Associate or bachelor’s college degree.

· Working knowledge of investment products.

· Financial services industry job experience .

The Day-to-Day:

· Answer phones & greet clients in a friendly, warm manner.

· Complete & process new client applications, transfer paperwork and service requests with high accuracy.

· Research and continuously follow up, record, document and communicate with financial professionals and clients.

· Input documents and keep database/CRM program up to date.

· Respond to advisor or client inquiries on administrative questions.

· Reviews and signs material, as authorized.

· Various industry-specific tasks.

· Ensures confidentiality and controls access to sensitive information, such as client files.

· Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team.

· Schedules and prioritizes workload by setting appropriate deadlines.

· Other duties as assigned by the Supervisor.

Why Kingsview Wealth Management:

Kingsview is a different kind of firm and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it’s the people that make the Kingsview purpose possible. After all, it’s our people that allow us to offer the level of service that we do. We are proud to offer.

· Base Salary

· Retirement and Healthcare Benefits

· And much, much more

Our emphasis on personal and professional growth has yielded an amazing work environment, but in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our team wants to make a difference in an industry that can do better.

Job Type: Full-time

Salary: $39,000.00 - $55,000 per year

Benefits:

· 401(k)

· Health insurance

· Paid time off

Schedule:

· Monday to Friday

Job Type: Full-time

Pay: $39,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Experience:

• Microsoft Office: 5 years (Required)
• Administrative experience: 3 years (Required)

Work Location: In person