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Wealth Management Office Assistant

Company: FBL Financial Group, Inc.
Location: West Des Moines
Posted on: May 12, 2022

Job Description:

Wealth Management Office AssistantDo you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you. We're looking for the right person to work in our office located in Des Moines, Iowa.Who We Are: At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.What You'll Do: As a Wealth Management Office Assistant, you'll work closely with a Wealth Management Advisor (WMA) to:

  • Interact with associates and clients in a courteous and respectful manner, contributing to the overall positive work environment.
  • Support the efforts of the WMA including setting appointments, implementing marketing campaigns, performing general clerical duties, general correspondence, and other special assignments as necessary.
  • Schedule and prepare the WMA for upcoming client appointments including: preparing/updating financial plans, conducting investment research, preparing the required documentation for new business or other client transactions, and gathering investment statements.
  • Process all new business transactions as well as other types of transactions from beginning to end, ensuring accuracy and timely completion.
  • Create a positive client/member experience by communicating directly with clients on service related questions and changes and handling issues and problems as they arise.
  • Provide assistance in maintaining the integrity of client files and a compliant practice.
  • Maintain approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.What It Takes to Join Our Team:
    • Strong communication and customer service skills, with an ability to interact by other the phone and in-person. including meeting planning and facilitation.
    • Strong organizational skills, including use of Microsoft Office Suite required.
    • Ability to learn and adapt to other technologies, including Client Relationship Management (CRM) software.
    • High school diploma or equivalent required.
    • Minimum two years financial services experience preferred.
    • Must be able to maintain confidentiality.What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time and teams who know how to have fun.If your values align with ours, we invite you to join Farm Bureau Financial Services---where the grass really IS greener!Work Authorization/Sponsorship: Applicants must be currently authorized to work in the United States on a full-time basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not able to sponsor OPT status.

Keywords: FBL Financial Group, Inc., West Des Moines , Wealth Management Office Assistant, Administration, Clerical , West Des Moines, Iowa

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