Financial Planning Assistant at Wealth Enhancement in Portland, OR

Summary: Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Financial Planning Assistant will support a team of financial advisors by handling administrative tasks, preparing financial documents, and ensuring a high level of client service. Responsibilities: - Begin to understand our financial planning software with the objective of becoming the expert in our system (supporting 3 to 4 financial planners with client plan development) - Work with advisors on meeting preparation - Handle administrative tasks for new client setup, beneficiary changes, change of address, correspondence, forms, etc - Support generating reports for meetings and presentations - Establish, maintain, and comply with an orderly record-keeping system, ensuring maintenance of confidential account files and proper workflow - Organize clients’ financial documentation - Dialogues with clients to understand their personal history and current financial needs - Provide summary of client’s personal info, financial position, and asset allocation - Assist in the creation of financial planning reports/analyses from Morningstar, BRT (Kettley), etc - Support the Financial Advisor with Financial Plan completion tasks (e.g., printing, copying, binding, mailing) - Record notes regarding client communications, inquiries, and actions related to planning in Salesforce - Prepare reviews and maintain accurate information on all accounts, beneficiary information, RMD tracking, etc - May work with client’s tax or legal counsel on client concerns - Call clients to confirm and schedule meetings - Support clients as they complete paperwork and provide necessary signatures - Prepare necessary paperwork to address client service requests - Enthusiastically and promptly greet clients and guests, offer beverages as they await their appointment, and assist with jackets - Typing, generating, and proofreading correspondence, emails, letters, forms, policies and general office documents - Maintain multifunction printers; coordinate repairs when necessary - Manage incoming and outgoing USPS, FedEx, and UPS deliveries - Answer telephone, screen and route phone calls, and take messages as appropriate - Set up conference calls and video conferences - Manage calendars, schedule appointments, and coordinate meetings - File and scan as requested - Maintain a clean and organized reception area, conference rooms, and kitchen - Under the direction of your manager, assist with various office projects as requested Required Qualifications: - Bachelor's degree in business; finance, economics, or related field preferred - Superior verbal and written communication skills - Desire to grow your career in some capacity within a wealth management office - Detail oriented to complete paperwork accurately - Good working knowledge of Word, Excel, Outlook, and PowerPoint - Excellent oral and written communication skills - Professional appearance; service oriented, positive attitude Preferred Qualifications: - Familiarity with Salesforce and Support Org functionality Required Skills: Financial Planning Software Important Skills: Salesforce, Microsoft Word, Microsoft Excel Nice-to-Have Skills: Professional Appearance, Team Support Benefits: Training and professional development, Medical, dental and vision coverage (Available to full-time employees and their families), Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses, Life and AD&D insurance – employer paid and voluntary options, Short-term and long-term disability, workers compensation – employer paid, 401k with match and profit sharing, Wellness programs and resources, Voluntary benefits, including pet insurance, 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service), 12 paid holidays each year (10 pre-determined and 2 floating days), Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure), Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)