WEALTH MANAGEMENT | RETIREMENT PLANS
A leading financial and insurance brokerage looking for an driven Retirement Service Assistant to join the Wealth Management Division in Long Beach, CA. The team consists of 2 Financial Advisors, Senior Relationship Manager, Client Service Associate and a LPL Registered Administrative Assistant. In this role you must have the ability to anticipate division team needs, meet management deadlines, build client relationships and make an impact by providing extraordinary level of service we call the WOW Service model.
With over 40 years of experience, Bryson Financial is highly qualified to serve our customers and their businesses in all of their employee benefit and financial needs. We have received numerous awards for our service and have had articles published in several national prominent news publications such as Entrepreneur and the Wall Street Journal. In 2017, we were named Entrepreneur of the Year by the Long Beach Chamber of Commerce. We specialize in Retirement Planning, Employee Benefits, Life Insurance, Property & Casualty and Wealth Management Services.
In this role, you will report directly to the Senior Relationship Manager of Wealth Management Division. As part of your job responsibilities you will
Promotes open communication and high morale
Develops open enrollment communication materials for plan administrators
Coordinates the ordering and delivery of enrollment kits
Process rollovers into current plans to increase assets in the plan
Prepares investment reviews for Financial Advisors and Senior Relationship Manager
Assist with client issues and resolve
Full adaptation of our client CRM system. You will utilize this system to organize the client base, transparency, create work flow and track key opportunities
Makes sure the client is aware of the resources that Bryson Financial offers
Fulfill company initiatives with all Wealth Management Division team members
Minimum Qualifications (Education, Experience and Skills)
Tech-savvy with proficiency in MS Office, MS Office tablets, Adobe, Apple i-pad, and Salesforce
Excellent customer relationship skills
Ethical business standards and transparency
Proven ability to professionally interact with vendors
Bachelor’s degree, preferred
Adoption Bryson Financial’s service model called the WOW. The 4 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital and resolution.
Physical Demands and Work Environment
This is largely a sedentary role; however, the physical demands described here are representative of those must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch and crawl. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision and ability to adjust focus. The noise level in the work environment is usually moderate.
Tagged as: retirement services assistant