Are you an experienced and computer savvy office administrator who’s passionate about client care? Do you love providing administrative support within environments where people and service come first? If so, Healy Wealth Management is looking for you!
Our client is a highly regarded and industry-recognized wealth management firm seeking a skilled administrative professional who brings their own breadth of knowledge to supporting day-to-day business operations. This role requires acumen necessary to providing proactive and timely in-office administrative support, while modeling commitment to fostering and sustaining new and existing client relationships.
“At Healy Wealth Management, we live our core values: Honesty & Integrity, Empathy, Professionalism, and Proactive Communication. And with a stellar reputation as a top-tier performer and our membership in the IFG consortium, our firm has been providing exceptional financial planning services to high-net-worth clients since 2000. Located in beautiful Atlanta, GA, we proudly offer customized financial planning and portfolio management solutions to clients nationwide.”
Key Responsibilities
Office Administration: Responsible for client experience to include preparing prompt and accurate account paperwork, money movements, maintaining and reconciling client data across multiple systems, responding to clients in a timely manner, and effectively managing office activities and workflows.
Compliance: Actively participate in internal and external compliance audits. Document, monitor, and consistently report on compliance-related data and office activity.
Supervisory: Provide guidance to the firm’s virtual administrative support personnel. Supervision includes delegating tasks, workload management, monitoring performance against tasking, and ability to effectively anticipate, mitigate, and address any related issues in spirit of continuous improvement.
Critical Thinking: Able to correctly assess a given business situation, anticipate need, and effectively prioritize next steps on way to achieving objectives. Takes a proactive approach to problem-solving with a can-do attitude and commitment to continuous improvement.
Communication: Presents and articulates themselves in professional manner conducive to achieving day-to-day tasks, at same time positively impacting client engagement. Must be comfortable leading team meetings and driving business results.
Administrative Support: Is clients’ first point of contact and critical to coordination and preparation of regularly scheduled client meetings in alignment with advisor capacity. Provides administrative support to firm owners and team members to include email and phone correspondence, scheduling and calendar(s) maintenance, meeting preparation, and maintaining office inventory.
Collaboration: Team player who approaches their work with initiative and resolve. Someone who enjoys being in-office and interacting with clients and teammates on a daily basis–whether that be in person, via phone, or through written communications.
Experience & Skills
Education:
Annual Salary
Salary range is $61,000.00 – $81,000.00
Potential for discretionary and performance-based bonuses
Benefits
Schedule
This is a full-time and in-office role, 8am to 5pm, Mon-Fri
Overview & Company
Healy Wealth Management is seeking an experienced and motivated Paraplanner whose skillset exemplifies dedication to client services, financial planning principles, and industry regulations. Our client is a highly regarded and successful wealth management firm seeking a skilled Paraplanner who brings business acumen necessary to supporting a busy and growing office.
This client-facing role supports portfolio management and advisory capability in alignment with the firm’s financial planning and office workflows. Success requires ability to effectively partner with both clients and senior staff in planning and monitoring investment portfolios.
At Healy Wealth Management, we live our core values: Honesty & Integrity, Empathy, Professionalism, and Proactive Communication. And with a stellar reputation as a top-tier performer and our membership in the IFG consortium, our firm has been providing exceptional financial planning services to high-net-worth clients since 2000. Located in beautiful Atlanta, GA, we proudly offer customized financial planning and portfolio management solutions to clients nationwide.”
Key Responsibilities
Financial Planning: Effectively partners with lead advisors through the client discovery process and the creation/monitoring/updating of financial plans. Financial plans serve as the basis for our collaboration with clients to help them ascertain their investment objective and achieve their goals.
Client Service: Proves empathetic and knowledgeable to clients having questions and seeking progress updates. Demonstrates emotional intelligence. Helps maintain and update client financial data in accordance with workplace technologies and workflows. Actively participates in creation and delivery of client presentations. Identifies and helps facilitate monetary transactions including required minimum distributions.
Critical Thinking: Able to correctly assess a given business situation, anticipate need, and effectively prioritize next steps on way to achieving objectives. Takes a proactive approach to problem-solving with a can-do attitude and commitment to continuous improvement.
Communication: Presents and articulates themselves in professional manner conducive to achieving day-to-day tasks, at same time positively impacting client engagement. Must be comfortable engaging in dialog pointed at driving business results.
Collaboration: Team player who approaches their work with initiative and resolve. Someone who enjoys being in-office and interacting with clients and teammates on a daily basis–whether that be in person, via phone, or through written communications.
Experience & Skills
Education:
Annual Salary
Salary range is $61,000.00 – $81,000.00
Potential for discretionary and performance-based bonuses
Benefits
Schedule
This is a full-time and in-office role, 8am to 5pm, Mon-Fri
Job Type: Full-time
Pay: $61,000.00 – $81,000.00 per year
Application Question(s):
Education:
Ability to Commute:
Work Location: In person
We are not currently hiring at this time!
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.
