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Operations Specialist

Company: Wise Wealth, LLC
Location: Lees Summit
Posted on: September 10, 2019

Job Description:

About the FirmWise Wealth LLC is committed to working alongside our clients to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates. As an independent, full-service Registered Investment Advisor firm, Wise Wealth does not represent any particular third-party company or specific financial product, and therefore acts solely in our clients’ best interest.We proudly conform to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm and strive to be a firm that you can trust. About the JobWise Wealth LLC is looking for our next superstar to help our team and clients in their pursuit of financial security. We are looking for a Financial Advisor Operations Specialist to work with our Financial Advisors to take our team to the next level of success. The Financial Advisor Operations Specialist works in a sales support capacity directly with the Financial Advisor team to support and retain clients at Wise Wealth. This position has a strong focus on working with internal teammates on new client on-boarding, client support and organizational practices. From a sales perspective, the Operations Specialist fosters relationships with existing and potential clients to increase growth opportunities on behalf of the firm. This role is to work hand in hand with the Financial Advisors to support and manage the business efficiently. Duties and Responsibilities include, but are not limited to:Compile client information along with sales/marketing materials in preparation for meetings.Conduct client technology training; transitioning into self-sustaining client interaction.Create sales documents and reports.Follow-up with clients and/or leads.Maintaining/coordinate calendars.Prepare sales presentations by compiling data along with Financial Advisors; developing presentation formats and materials.Process applications and client records.Provide general administrative and sales support to Financial Advisors.Provide sales support throughout the sales process.Schedule client meetings.Update client and case information in the CRM. Critical Skills SoughtAbility to handle sensitive information (i.e. honest and trustworthy).Capable of working individually and spearheading projects without direct supervision.Creativity and an ability to communicate professionally.Effective presentation skills.Exhibits vested interest in the success of the team and firm.Highly organized.Self-motivated individual.Must have a strong desire to develop and grow client relationships.Strong project management skills.Strong telephone skills.Understand new technologies and application of sales and marketing principles. Qualifications/Experience Experience in the financial service, insurance, or banking industry.Expert proficiency in Microsoft Office Suite (Work, Excel, PowerPoint, Redtail CRM).No licenses required. ?Work EnvironmentSmall cohesive team.Business professional dress.Full-time salaried role.Benefits.Paid vacation.Typical hours of operation 8:30am-5:30pm M-F.

Keywords: Wise Wealth, LLC, Lee's Summit , Operations Specialist, Other , Lees Summit, Missouri

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