Posted: 10/02/2015 | Employer: Eide Bailly
Category Administrative - All Openings Posted Date 8/14/2015 Location US-ND-Bismarck Job ID 2015-2534 # Positions 1
Overview:
Eide Bailly LLP is one of the top CPA and business advisory firms in the nation. We offer staff challenging work with limitless potential to grow your career. Our vibrant culture encourages our 1,600 valued team members to pursue their own interests – both in the office and at home. Click here to learn more about why working at Eide Bailly LLP is more than just a career! We are currently seeking a talented Administrative Assistant to work 25-30 hours per week with our Financial Services team in Bismarck, ND! We are looking for a strong administrative professional to support our financial advisors and offer value-added solutions. Since 1917, Eide Bailly has provided tax and assurance services to clients across all industries. These services account for more than 75 percent of our work. The remaining 25 percent of our work is made up of consulting and advisory services, which includes our Financial Services division. For more than 15 years, we have helped our individual and business clients navigate through their financial management needs. We have an in-depth understanding of financial issues and provide a personal touch in the delivery of our services, keeping our clients’ needs at the center of what we do. Our services include Financial Planning, Investment Services and Insurance Services. Clients appreciate our responsive and attentive service when dealing with financial needs. We are more than accountants: we are our clients’ trusted business advisors.
Responsibilities:
Core Service Support:Completes/Processes all account paperwork (including advisory, brokerage and insurance) and keeps up-to-date on current changes to forms and applications.Assists advisors in processing all account transfers.Binds and prepares planning books for recommendation meetings.Creates and submits invoices for planning services.Assists advisors in communications with e4 Brokerage to gather illustrations and sales material for recommendation meetings.Reviews newly issued insurance policies for accuracy and prepares policies for delivery meetings.Assists advisor in managing all compliance requirements, including compliance logs (activity blotter, check log, outgoing and incoming correspondence).Maintains compliance manual.Client Service Support:Administers annual, quarterly and one-time newsletter mailings to clients.Processes client correspondence.Schedules client appointments and prepares annual reviews.Records and maintains client data in Redtail CRM, utilizing database for mailings and reports.Completes client service requests.Marketing/Business Development Support:Assists in the organization and implementation of client and CPA workshops.Tracks and reports EBFS cross-selling opportunities.Assists in company-approved mining, referral and lead generation projects.Updates policy and procedure manual as needed.Builds the Eide Bailly Financial Services brand into all client interactions.
Qualifications:
In the Financial Services Administrative Assistant role, you will need excellent communication skills to effectively interact with all levels of Firm management and staff, clients and other external business contacts. Specific requirements:Associate’s degree in Business Administration or equivalent work experience required.2-5 years of experience in financial services industry preferred.Security and/or insurance licenses preferred.Knowledge of financial planning principles and software applications.Strong organizational skills and a high level of commitment to detail.Excellent customer relation skills.Proficient with computers, Microsoft Office and using various software packages. Eide Bailly LLP offers a competitive salary and a full comprehensive benefit package including health, life, dental, vision, flexible spending account, 401K, paid vacation and holidays. Applicants must be currently authorized to work in the United States on a full-time basis.Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status or any other status protected under local, state or federal laws. Submit your resume today and Experience the Eide Bailly Difference! #LI-DNP