Now Hiring - Scarborough Capital Management - Professional Services Financial Sales Assistant / Paraplanner in Annapolis, MD

Full description of the position

Job Summary

Scarborough Capital Management is an independent wealth management firm located in Annapolis, Maryland that provides active investment management and financial advisory services for approximately 4,000 clients around the country. We have an immediate opening for a career oriented Financial Sales Assistant. This position will provide support for an established and growing financial advisor.

Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.

Working hours are 8:30am to 5:00pm, Monday through Friday.

We provide a team environment with great pay and benefits.

Duties and Responsibilities

The Financial Sales Assistant can expect to focus in the following areas:

Perform general administrative and support functions for senior financial advisor.

Work with senior financial advisor to prepare comprehensive and modular financial plans.

Schedule and potentially participate in client meetings, phone calls and handle follow-ups.

Work closely with the advisor to provide options, responses and information regarding the investment and financial planning of the clients.

Prepare performance reports and appraisals.

Organize, coordinate and maintain client paperwork.

Handle routine matters for client accounts.

Research and resolve client service problems or errors as needed.

Maintain CRM systems

Use database information for mailings and reports

Coordinate client communications via tools such as Constant Contact and GoToMeeting

Letter writing, mail merge, automating tasks using CRM

Assist in event planning, marketing and development of seminar materials

Perform miscellaneous tasks as assigned

Qualifications

The Paraplanner/Advisor Assistant position typically requires the following qualifications:

Experience in investment management and/or financial advisory services strongly preferred.

Bachelors Degree in business related major.

Proficiency in Word, Excel and Outlook

Detail-oriented, accurate, organized, able to set priorities

Strong communication skills

Self-starter, takes initiative

Team player

Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

Salary will be based on experience and ideal candidate will grow into additional responsibilities and compensation.

Benefits include dental, vision, health care, life insurance, 401(k), and 401(k) matching.

Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Accepting this position youll be sponsored for the following licenses.

o SIE, Series 7, Series 66, Life & Health licenses, and possibly CFP.

Scarborough Capital Management is an Equal Opportunity Employer

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Travel requirement:

• No travel
• Travel

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person