search
backpage.com > Springfield jobs > Springfield accounting/financial

Posted: Thursday, February 23, 2017 12:12 AM

Reply

Financial Planning Team Member
Full time- 40 hrs/week

Heim, Young & Associates is the largest independent financial planning firm in the Springfield, Missouri surrounding area; specializing in retirement planning.

DESCRIPTION
•Works with planning team to prepare client retirement plan
•Assists with preparation of meetings
•Coordinates legal and estate planning documentation
•Responsible for responding to client inquiries regarding transfers, accounts, meeting preparation
•Responsible for administrative service to clients, including account maintenance
•Preparation of applications and various other client documents
•Ensures appropriate routine letters are sent to clients
•Updates firm database with notes relating to client activity
•Trade Entry and Follow Up

QUALIFICATIONS
•Team Player
•Excellent people/telephone skills
•Operating knowledge of MS Office
•Responsible, dependable self-starter
•Positive attitude
•Ability to work well with others, as well as independently
•Excellent organizational skills
•Excellent written and verbal communication skills
•Ability to handle multiple tasks simultaneously
•Logical, detail oriented
•Strong analytical and problem-solving skills
•Ability to maintain confidentiality
•Customer service experience
•Financial background preferred, or ability to learn various aspects of financial products industry
· College degree preferred, related to business or finance
· Series 7 & 66 License preferred

Email Resume' and Cover Letter to: plan@heimyoung.com
Location: Springfield, MO 65804

• Location: Springfield

• Post ID: 23768991 springfieldmo
springfieldmo.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com