Responsibilities:
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisor with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Requirements:
- 5 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3 rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to work well with one advisor in a tight knit team
Skills:
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
Bergland Wealth Management
Bergland Wealth Management is an independent financial advisory firm. They are a small firm that is always striving to improve their processes.