A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).
Financial Planner Assistant Responsibilities:
- Assist in the daily function of the satellite office by providing customer service and opening new accounts.
- Responsible for the processing of all paperwork relating to customer accounts for delivery to the broker-dealer. Maintains files at a satellite office.
- Provides secretarial and receptionist services to the Financial Advisors, greeting all visitors to the satellite office, including customers, prospective customers, vendors and others.
- Assists Financial Advisors in establishing appointments with existing customers and potential new customers.
- Receives, screens, and distributes mail and internal correspondence.
- Operates PC equipment to assist the Financial Advisors in preparation for customer meetings.
- Assists Financial Advisors in the preparation of marketing material.
- Maintains and orders office supply inventories, including supplies needed from the broker-dealer, mutual fund companies, and insurance companies. Maintains current prospectuses for all mutual funds and variable annuities in a satellite office.
- Responsible for the placing and settlement of customer trades with the broker-dealer; including responsibility for wire transfers and mailing of checks.
- Responsible for the follow-up of new accounts opened.
- Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.
- Performs additional duties as assigned.
Work Days and Expected Hours:
Monday – Friday: 8:00 a.m. to 5:00 p.m.
(Additional hours as needed to carry out the objectives of the department)
Provides support for the sales and service for Financial Services Department and Financial Advisors within the regional satellite offices. Provides customer service and product sales from assigned Financial Services customers.
- Operates a keypad device: 80% of the day;
- operates office equipment: 10% of the day.
- The primary parts of the body involved in performing these tasks are the fingers, thumbs, hands, wrists, elbows.
- Standing is required 10% of the day.
- Sitting is required 80% of the day.
- Walking is required 10% of the day which is moderate in speed.
- Routinely lifts 5 lbs., 2-3 times per day, maximum lift is 10 lbs., one time per day.
- Requires the use of dexterity skills for typing up to 40% of the business day.
- Must be able to occasionally lift and / or move up to 10 lbs.
- Specific vision requirements include close vision of 18”- 20”, distance vision and depth perception for computer work.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Requires a high school diploma or equivalent basic academic education. Series 7, 66 and PA Life
- Insurance is required at this level to maintain the position.
- One to two years general and specialized experience, specifically financial services experience preferred.
About S&T Bank
S&T Bancorp is the bank holding company for S&T Bank, which serves customers from some 60 branch offices in western Pennsylvania. Targeting individuals and local businesses, the bank offers such standard retail products as checking, savings and money market accounts; CDs; and credit cards. Business loans, including commercial mortgages, make up about three-fourths of the company’s loan portfolio; the bank also originates residential mortgages, construction loans, and consumer loans. Through subsidiaries, S&T Bank sells life, disability, and property/casualty insurance; provides investment management services; and manages the Stewart Capital Mid Cap Fund.
The company’s greater dependence on commercial real estate loans (nearly half of its loan portfolio) during the recession exposed it to larger credit risks, loan charge-offs, and nonperforming loans. Although revenues remained rather steady, net income plummeted some 97% in 2009. As the economy began showing signs of recovery the following year, though, so did S&T Bancorp. A substantial drop in loan loss provisions and net charge-offs helped the company improve results. However, a smaller loan portfolio and new regulations limiting service fees cut into the company’s earnings overall in 2011. Although both interest and noninterest revenues shrunk 8% that year to $209.1 million, net income grew 9% to $47.3 million (though still short of the $60.2 million it netted in 2008).
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