Posting Title Operations & Financial Planning Assistant
Recruiting Location Tampa, Florida
Job ID 19383BR
Job Description LaRocco & Associates is searching for a part time Operations and Financial Planning assistant. We anticipate this position will increase in responsibilities and hours over time. We offer a positive and high energy atmosphere with a strong internal support system geared towards the growth of our employees and the practice.
Responsibilities • High level of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Contact management software experience
• Data Entry
• Highly organized with ability to track progress
• Excellent communication (written and verbal)
• High level of customer service
• Ability to learn new processes and software quickly
• Ability to maintain confidentiality
Required Qualifications Operational Responsibilities Include: • New client onboarding
• Client updates and maintenance
• Account updates and maintenance
• Authorized persons
• Trusted contact updates
• Statement requests
• Collection of bank and credit card details
• Meeting preparation
• Applications and paperwork preparation (entry level)
• Mailing and overnight paperwork to clients
• Money movements and systematic arrangements (entry level)
• Check Deposits
• Mail and Check Log Handling
• Monthly reporting (cash available and certificate maturities)
• Financial planning fee invoices
• Quarterly disclosure folder and PMM kit updates
• Specialized operational projects
• Client website support and troubleshooting
Financial Planning Responsibilities Include: • Follow up and collect financial planning data
• Send monthly Fact Finders
• Upload data once collected
• Help clients enroll in Total View
About Our Company With the right company, life can Be Brilliant®. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time / Part-Time Full time
Job Family Group Franchise
Line of Business Franchise