Financial Assistant

It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned, financial services company in Parma, OH. We are looking to add a full-time Financial Assistant to our team.

*Our Investments in You:*

· Health insurance

· Dental insurance

· Vision insurance

· Retirement Plan

· PTO

*The Expertise We’re Looking For:*

· Prior experience in new business processing, loan processing, or some type of financial experience *(Preferred)*

· Prior Client Service Experience *(Required)*

· Proficient with Microsoft Office Suite *(Required)*

· High school degree *(Required)*

· Prior experience with DocuSign *(Preferred)*

· Prior experience Working in Financial Advisory Industry *(Preferred)*

*A Successful Financial Assistant Is:*

· Detail oriented with strong follow-up processes

· Able to work independently and as part of a team

· Proven time-management and organizational skills in high-volume and high-energy environments

· Strong in seeing things through to completion

· Great with communicating via phone, email and in person

· Being able to create and follow processes and procedures

*What You Will Be Responsible For:*

· Collect all vital information for all paperwork

· Complete investment account opening paperwork and annuity and life insurance applications

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Track application and new account set up and follow-up on all pending business

· Track transfer of funds and follow-up with carriers

· Provide all needed information and material for delivery

· Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.

· Collect all vital information to execute requests or required post issue functions

· Perform tasks required to execute Required Minimum Distributions (RMDs)

o Calculate RMDs

o Schedule time with agent/advisors to determine which accounts to pull RMDs

o Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested

o Submit completed forms to companies

o Track all distributions made and RMD met



· Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.

· Process any annuity surrenders

· Monitor annuity policies for annual reallocation

· Provide all needed information and material for delivery

· Be a back up to answer phone calls and to help with calendar appointment reminders

· Assist with prospect and client events as needed

· All other duties as assigned



*Pay:* $40,000



*Check us out!*

- Website: https://brooksidetax.com/

- TV Appearances: https://brooksidetax.com/brookside-on-tv/

- Podcast: https://brooksidetax.com/brookside-podcast/





*If you feel like we would be a good fit for each other, apply now! *

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:
* Dental insurance
* Health insurance
* Paid time off
* Retirement plan
* Vision insurance



Ability to Relocate:
* Parma, OH 44130: Relocate before starting work (Required)


Work Location: In person