Job description

TOCCO FINANCIAL SERVICES (TFS) NOTE: This is not a remote position.

Join an elite team in the top 0.5% of LPL's more than 19,000 advisors nationwide. Small investment planning company offering paid benefits. LPL is the brokerage firm used by TFS.

If you are career-driven, motivated, have a desire to learn the market and want to assist in providing our clients the highest quality customer service possible, we invite you to apply and let us help you reach your professional growth.

What we offer:

• Great starting salary;
• Paid Employee medical benefit;
• Paid Employee life insurance benefit;
• Paid Employee disability insurance benefit;
• Matching HSA contribution up to $1,000/year;
• 401(k) Profit Sharing Plan;
• Options to sign up for dental, vision and family medical;
• Team Bonus.

Duties and Responsibilities:

Client Services

• Prepares and processes all forms necessary to establish new accounts
• Prepares and processes all forms necessary to service accounts
• Processes all transactions and account changes including, but not limited to: deposits, withdrawals, transfers, account changes. Includes submission, verification of receipt, proper posting, and timely completion
• Responds to client inquiries
• Establish new clients profile information in CRM system
• Updates client profile information in CRM system as needed
• Prepares client correspondence, client review reports and client review agendas
• Considerable amount of verification of client work performed
• Assists and attends client events to promote business as needed

Financial Planning

• Data input for financial plans utilizing various financial planning software
• Contacts prospects/clients directly for information needed for financial planning

Portfolio Investment

• Check/monitor trade orders including sell-stop orders
• Monitor available cash for automatic withdrawals through ClientWorks
• Creates and prepares Templates for client reports in ClientWorks, shares with TFS staff

General Office Duties

• Schedules meetings
• Sets up new prospect/client record, including adding information to ACT!
• Files, copies, faxes, scans

Knowledge, Skills & Abilities required:

• Excellent computer/software skills: Word, Excel, Customer Relationship Manager (CRM) skills, i.e. (ACT!, Redtail), Profiles and Morningstar, Internet research are minimum skills required for this position
• Typing must be above 60 wpm
• Ability to maintain confidentiality
• Excellent attitude and an extraordinary client service orientation
• Excellent interpersonal skills
• Excellent communication and phone skills
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks and operate in tight deadlines
• Professional presentation

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

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

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Preferred)

Experience:

• office: 2 years (Required)

Work Location: One location

www.colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, www.colinoncars.com is the ideal place to find your next job.