Company Overview:

RemoteLink Solutions offers a remote assistant solution to advisors in the financial services industry. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee.

RemoteLink Solutions is a subsidiary of TalentLink Solutions which was formed in 2014 to offer the financial services community a hiring and human resources consulting solution that allows for a firm's growth and success. Through this service offering, the firm’s Principals uncovered the need to provide a remote assistant solution for the independent financial advisor, thus prompting the launch of RemoteLink Solutions. 

Position Overview/Summary:

You will be helping a group of financial advisors to perform the operational and administrative tasks of their practice. Being a small business, the culture fit is more important than experience. You just need to be open to learn, able to handle multiple priorities, incredibly resourceful and very customer service oriented.

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

Qualifications:

• Bachelor's degree in related field or equivalent experience highly recommended
• Financial services industry experience is highly preferred but not essential