FINANCIAL SERVICE ASSOCIATE

Summary

Are you a confident individual who enjoys working in a collaborative team environment? Are you looking to work in a growing company that can provide internal growth potential? Do you have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships?  The successful candidate for the Financial Service Associate position must combine their expertise in problem solving and communication with the ability to be detailed, organized, and motivated in their work.  If you share our passion and high standards for delivering a unique experience and the ability to provide internal support in creating clarity and instilling confidence to our clients, this position may be perfect for you.  

Our ideal Gilbert & Cook team member demonstrates the following core values: 

  • In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve.  

  • Inspired an Abundance Mindset-Provides and inspires prosperity and an excess of what it is that our clients value.  

  • Exemplifies Professionalism- Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing. 

  • Listens Generously- Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own. 

  • Provides Clarity through Collaboration- Working together towards the common goal, bringing clarity to complex situations. 

  • Consistently on a Quest to Grow and Improve- A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.  

  • Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience. 

About the Company  

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you. You could be successful at Gilbert & Cook if you have: 

DESIRED CHARACTERISTICS 

  • Excellent communication skills and a highly professional work ethic 

  • Ability to handle multiple responsibilities and take initiative in a fast-paced work environment 

  • Efficient organizational and time management skills 

  • Strong attention to detail   

  • Self-starting and capable of being productive in individual work while also demonstrating the ability to work as a team

ROLE RESPONSIBILITIES 

  • Enhance client experience by building and maintaining strong relationships with Lead Advisors and Relationship Managers 

  • Prepare and execute administrative responsibilities and organization of files to support the Lead Advisors and Relationship Managers (includes document preparation, system data updates, preparing reports as needed) 

  • Ensure database accuracy and compliant document retention via electronic filing

  • Perform detailed data entry and assist with creating custom client financial reports 

  • Accurate and efficient processing of client account paperwork and other investment/financial planning forms 

  • Insurance application preparation 

  • Comply with all industry rules and regulations 

  • Support the Relationship Managers in day-to-day duties including but not limited to: scanning, e-signatures, cash management processing, system management and clean-up 

  • Prepare and maintain client records in an electronic format 

  • Actively and productively participate in weekly team meetings

  • Provide inbound call support and coordination in a polite and professional manner

  • Provide support for the delivery of hospitality to office guests

  • Proactively help to resolve issues or concerns in a fast-paced team atmosphere

  • Mindset built around a quest to grow and improve. 

  • This is a full-time position

CANDIDATE QUALIFICATIONS 

Required

  • Bachelor’s degree 

  • 1+ year(s) of proven experience in a business setting or college background in financial planning, accounting, economics, business administration

  • Strong communication, collaboration, and listening skills

  • Accuracy, attention to detail, and the ability to communicate the status of work as needed

  • Excellent PC skills and ability to operate database systems 

  • Strong time management and organizational skills – Ability to handle multiple responsibilities and take initiative in a high-volume work environment

Preferred 

  • Experience Microsoft suite of programs with an emphasis on Excel

  • Experience with a Client Relationship Management system (CRM) or Workflow system