Investment Advisor Assistant

Brighton, Michigan

|

Full Time

About Foguth Financial Group

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.

About This Role

The Investment Advisor Assistant position is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, clerical, and finance tasks.

Daily activities will include:

  • Assist advisors as the primary point of contact for client requests including trading, distribution/contribution requests, journals, and all other cash needs.
  • Ensure all client service requests are processed quickly and accurately.
  • Ensure issues are properly addressed and resolved in a timely manner.
  • Enter client data into financial planning and investment proposal software and work with the financial planning and wealth management teams to prepare proposals and plans.
  • Prepare client reports and or required paperwork for client meetings.
  • Handle all money movement requests, including wire transfers, ACH transfers, check requests, journals, RMDs, and Roth conversions.
  • Monitor and track follow-up items to ensure timely completion and ensure nothing “falls through the cracks”.
  • Leverage firm resources and technology to increase efficiency and scalability. Must be able to become proficient in the use of technology.
  • Assist clients in setting up online access and ensure they are receiving the intended client experience.

 

Desired Skills include:

  • Solid communication, relationship building, and analytical skills
  • Demonstrate strong attention to detail
  • Effective and efficient time management
  • Data entry
  • Series 65

 

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

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