RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. We understand that managing and operating a broker/dealer comes with a number of pressures, some of which include compliance issues, maximizing the bottom line through healthy income streams and managing expenses. However, there are limited resources to accomplish these goals and many times one initiative comes at the expense of another. Through a partnership between RemoteLink Solutions, we create a solution to these problems, helping advisors who want to grow but are spending too much time on administrative functions instead of building their business. Our solution will provide these advisors the support they need so they can focus on growth.
RemoteLink Solutions is a subsidiary of TalentLink Solutions. Formed in 2014, TalentLink Solutions was created knowing that a firm’s success is determined by the quality of its employees. TalentLink Solutions has been offering the financial services community direct hire solutions that have allowed for a firm's growth and success.
Position Overview/Summary:
Due to growth, RemoteLink Solutions has an exciting opportunity to offer the right individual. This role will have responsibilities including: direct client contact, relationship building, conducting periodic account reviews, completing financial transactions, and multiple administrative duties. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own and is quick to learn new things. Additionally, he/she must have outstanding customer service skills, be very detail-oriented, and have superior computer, organizational, and multitasking ability.
Responsibilities:
- Prepare Advisors for meetings with appropriate forms, reports, data, and research.
- Prepare investment account paperwork and manage the transfer of assets.
- Perform portfolio administration with regard to client data, contributions, and withdrawals.
- Prepare and manage to completion investment and insurance paperwork.
- Respond to client requests for service and trouble-shoot service issues.
- Establish client files and maintain client data in CRM program.
- Assist Advisors with scheduling client reviews, client communication, agendas, recaps, and recommendations.
- Proactively communicate with Advisors regarding work in progress.
- Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms.
- Answer inbound phone and email inquiries and route to appropriate staff and team members.
- Attend all compliance training.
- Perform general clerical duties including but not limited to photocopying, faxing, mailing, and shipping.
Personal Characteristics:
- Demonstrates a high degree of self-motivation and possesses a sense of urgency to achieve outcomes and exceed expectations.
- Applies his/her skills to maintain a high level of productivity; is accurate and thorough in delivering quality work; pays attention to all relevant details.
- Picks up on new technical and procedural knowledge quickly, applies new learning to become more effective at work, works to continuously improve.
- Demonstrates outstanding verbal, written communication skills, excellent customer service and phone etiquette.
- Demonstrates strong time management skills with ability to multi-task and prioritize effectively.
Technical, Operations & Administration:
- Adheres to reporting guidelines
- Demonstrates industry knowledge and functional expertise or has a history of quickly learning new fields
- Maintains FINRA and SEC compliance guidelines
Qualifications:
- Bachelor's degree in related field highly preferred; or equivalent experience
- Minimum of one year in Financial Services industry experience highly preferred; will consider experience with transferrable skills
Compensation and Benefits:
- We have an established training period with compensation increases that align with tenure and skills mastery
- Medical/Dental/Vision benefits
- 401(k) with match
- Paid time off
- Holiday pay - close with the stock market plus
- And more!
