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Published byTabitha Potter Modified over 7 years ago
Financial Services Assistant: We are seeking a highly motivated, proactive and client service oriented individual to grow our professional team. If you have experience servicing individual clients, corporate retirement plan relationships and a strong desire to expand your career with a rapidly growing firm, this position is for you. The Financial Services Assistant, serving both individuals and retirement plans, will serve as a liaison between the Retirement Plan Advisor, various small and mid-market privately held corporate clients, as well as individual investor clients Company Overview: Mueller Financial Services, Inc. provides comprehensive financial planning, business planning services, investment advisory services and insurance-based solutions through a team of experienced professionals and support staff. The firm was organized and incorporated by the Partners of Mueller, a certified public accounting and business consulting firm located in the Chicago metropolitan area with offices in Elgin and Chicago. Crain’s Chicago Business listed Mueller as the 19 th largest accounting firm in the Chicago area. We also have earned the distinction of one of the “Best Places to Work in Illinois-2011, 2012, 2013 and 2014.” Responsibilities for this position include: Maintaining and enhancing relationships through preparation of reports and requests for proposals (RFPs) Research and resolving client issues Conducting phone and in-person meetings with clients to support Advisor in making suggestions regarding plan design, plan enhancements, necessary changes and overall plan management Maintain client fiduciary files, including drafting meeting minutes Assisting with all aspects of the client relationship to ensure issues are addressed professionally and in a timely manner Client and administrative support including scheduling and confirming appointments, scanning & document processing, data entry and maintenance of CRM database, distributing mail, preparation & processing of Broker/Dealer account paperwork, meeting preparation. Provide coordination and active assistance to HR, TPA, CPA, Record keeper, Payroll and Custodian Duties include new case implementation, client service and assisting on employee education meetings Job Requirements: Experience in defined contribution industry, retirement plan services/relationships and strong knowledge of retirement plan industry Experience with multiple aspects of plan administration Demonstrated commitment to high-quality work performing with executive level skills Attention to detail and strong communication skills (both written and verbal), project management skills and proficient desktop PC skills Proven ability to work independently, function within a team environment and able to productively respond to change Excellent planning, organization and time management skills Preferred Series 7 & 66 + insurance licenses Preferred American Society of Pension Professionals and Actuaries (ASPPA) designations of Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA Competitive compensation based on work and educational experience. This is a great opportunity in an entrepreneurial environment with exceptional benefits and friendly, hardworking team members. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services, including fee-based asset management accounts held through NFS, LLC. are offered through 1st Global Advisors, Inc. All other financial planning and fixed insurance services are offered through Mueller Financial Services, Inc. Mueller Financial Services, Inc. and 1st Global Capital Corp. are unaffiliated entitiesFINRASIPC
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