Financial Planner/ Para planner
AFG Financial LLC

Contact Person: Angela Jolley
Contact Email: angela@afgfinancial.com
Contact Phone: (206) 354-5836

Position Overview: Provides planning and administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, insurance quoting, and office administration accounting to support Financial Advisor in serving and assisting clients in meeting their goals and providing the highest quality client service.

Principal Accountabilities:
1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:
• Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).
• Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.
• Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.
• Supports social media marketing, including LinkedIn, Facebook, X, and website.
• Has a servant’s heart to do the work to make it easy for our clients
• Has read at least one book by Dave Ramsey or listened to him (radio or podcast)
2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals which may include:
• Coordinates the scheduling of team appointments, meetings, and travel arrangements.
• Greets team’s visitor(s) or client(s) in a warm, welcoming manner.
• Proactively plans for and responds to urgent needs.
• Understands the financial planning philosophy and biblical basis upon which we serve our clients.
• Approaches work, interactions and relationships in a manner consistent with the company’s Core Values.
• Able to look at cryptic notes and discern what to do next
• Provides feedback and talks to the person, instead of other people, navigates conflict without raising voice
• Willing to interrupt the advisor to ask questions to make sure you are doing it right.
3. Provides administrative support to the team in a manner consistent with service standards, including:
• Executes all functions necessary to maintain accurate electronic records, financial planning data and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.
• Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.
• Effectively utilizes CRM and other systems to maintain records in an accurate, up-to-date manner.
• Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed.
• Makes outbound calls to obtain information from clients and vendors.
• Actively builds efficiencies and effectiveness into administrative and clerical tasks.
• Processes incoming and outgoing mail efficiently.
• Ensures office equipment is properly maintained.
• Anticipates advisor’s needs before being asked
4. Monitors and orders office supplies as needed within budgetary guidelines, maintaining positive relationships with vendors and service representatives to support the goal of office efficiency.
5. Processes quarterly billing, generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.
6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.
7. Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies, professional designation standards, and our industry’s regulatory standards to mitigate risk to the company.

Requirements/Qualifications:
• Organizes and expresses thoughts clearly and concisely in both speaking and writing, in a way that builds trust
• Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and Outlook
• Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applications
• Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs
• Personal integrity and ability to discreetly handle confidential data
• Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
• Capability to excel in a team environment as well as working independently
• Desire to serve clients and co-workers with excellence
• Proven strong technical and analytical skills
• Efficient and reliable
• Highly accountable
• Strong business mathematical skills and keen attention to detail
• Strong organization skills and systems acumen

Education, Experience & Skills:
• Series 65 License and/or 7 within 3 months
• Knows how to use or quickly learns Right Capital, LinkedIn, Facebook, Twitter, iDrive, Redtail CRM, Advyson, DocuSign, Advisor 360
• CFP®, CKA®preferred but not required
• Bachelor’s degree in Management, Business, Finance, Accounting or a related field is preferred.
• Prefer two or more (2) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.

You play a key part in the success of helping clients become better financial stewards and helping them have more confidence in financial choices, by providing support in the financial planning and services provided by our firm.