WestPoint Financial Group

WestPoint Financial Group is assisting with the sourcing of this position.  This role will be employed directly by the advisor team, Salient Financial Group.

About the Role: Candidates must be detail-oriented and highly organized with demonstrated experience in supporting financial advisors or planners. In this role, you will play a critical part in the client experience process by preparing financial reports, maintaining accurate records, and facilitating day to day operations.  You will directly contribute by delivering a high-quality client experience.

Key Responsibilities: 

• Support financial advisors in the development, implementation and monitoring of comprehensive financial plans      
• Prepare and update client financial documents, reports and meeting case notes
• Schedule client meetings and manage calendars
• Ensure timely follow-up and communication
• Onboard new clients and collect required documentation
• Maintain client records and CRM systems with accuracy and confidentiality
• Serve as a liaison with custodians, investment platforms, insurance companies and other providers
• Ensure compliance with regulatory requirements and internal procedures
• Assist with account transfers and other administrative requests
• Provide exceptional client service via phone, email and in-person communications
• Contribute to process improvements and project support as needed

Qualifications:

• 3+ years of experience in a financial planning, advisory or wealth management environment
• Strong understanding of financial planning concepts
• Proficiency with Word, Excel, and CRM systems, etc. 
• Excellent communication, interpersonal and organizational skills
• High level of discretion and professionalism when dealing with confidential information
• Ability to prioritize and manage multiple tasks in a fast-paced and changing environment 

Salary: $70,000 - $75,000 annually, commensurate with experience

Benefits: 

• Supportive team environment with a strong client-focused culture
• Health Benefits

Role is Full-Time and is located in our downtown Chicago office.