Job Description:

GCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in hisher career in a fast paced environment with a growing firm. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.Responsibilities:Frequent client contact by phone and emailAssist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documentsPrepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance productsPrepare and submit client paperwork and financial transactions accuratelyRespond to and correct paperwork not in good orderInform financial advisor of client issues of significant concernSchedule and confirm client appointments by email and phoneDocument client interactions via Redtail CRM, follow up on client meetingsMonitor incoming and outgoing mail, photocopying, scanning, filing and data entryStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferencesOther projects and tasks as assignedDesired Experience and Skills:Experience in financial services preferredDegree in Finance, Series 6, Series 65 (or 63 & 66), and insurance licenses preferred Experience with eMoney planning software Detail-oriented and able to work in a fast-paced environmentManage multiple tasks simultaneouslyProficient with Microsoft Office (especially Excel)Ability to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver, critical thinker and creative skillsAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsQuick and accurate typingNeat and legible handwriting for written paperwork and note-takingTechnology Used:eMoney Planning SoftwareRedtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)Various investment and insurance company websitesWe offer:A supportive and professional work environmentCompetitive compensationAn opportunity for professional growth and advancement