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Location:
Michigan
Category:
Other

Workable
Wealth Associate - Vice President | MOOSHI Wealth Planning & Management
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
Maintain a compliant filing and scanning system with Laser Fiche
Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
Maintain client information in CRM database (Redtail)
Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Excellent communication skills, both verbally and in writing.
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
Ability to build relationships with clients and internal partners.
Education and/or Experience:
The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.
Previous experience in financial services a plus.
Compensation:
Compensation is determined by qualifications and experience.
Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.
Certificates, Licenses, Registration:
Series 7 and 65/66 preferred (or willingness to obtain in the future).

Novi, MI, USA
Negotiable Salary

Workable
Retirement Plan Operations Specialist
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.
Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?
For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.
Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Role Summary
As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
What You'll Be Doing:
Work with clients to obtain necessary information to prepare the annual reporting
Review documents submitted by clients for completeness and accuracy
Reconcile plans with only rollovers and plan stock using Excel and administration software
Utilize administration software to complete 401(k) testing and reporting
Make outgoing reminder calls and send emails to clients during the plan year reporting process
Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
Extra Tasks
Share knowledge and explain complex topics simply
Training on concepts for a Retirement Plan Administrator I
Performs other duties as required
Requirements
Must be 18 years of age
Excellent verbal and written communication skills
Meticulous attention to detail and proactive approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
Ability to work in an autonomous environment where you can be a self-directed worker
Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.
Additional Requirements
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon current certifications
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:
A designated workspace (such as a home office) where you can concentrate and be productive.
Reliable high-speed internet to ensure seamless communication and collaboration.
Benefits
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO
The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Michigan, USA
$23
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