Title of Position: Client Intake Assistant

Exemption Status: Non-Exempt

Supervisory Responsibilities: None

Supervisor: Founder / Financial Planner

Last Revised: March 27, 2023

Job Summary: The Client Intake Assistant oversees the data intake and maintenance process for all financial planning clients.

Duties/Responsibilities:

· Follow up on all assigned action items from client meeting minutes.

· Prepares and tracks all financial planning paperwork and compliance requirements throughout the planning process.

· Serves as a key contact for financial planning clients regarding data collection and follow-up.

· Works closely with the Client Intake Administrator to ensure all financial planning client data is accurate.

· Works closely with the Client Intake Administrator to ensure correspondence with financial planning clients is completed in a timely manner.

· Act as liaison for information sharing between financial planning clients outside advisors (accountants, attorneys, internal partners etc.)

· Maintains accurate case information and communication in Asana.

· Scan, copy and upload essential planning information into eMoney.

· Educate financial planning clients on setting up and maintaining their eMoney portal.

· Maintain financial planning clients connections within the eMoney portal.

· Performs clerical duties including typing and filing.

· Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, unibinder, and other standard office equipment.

· Answers phones, directs calls to appropriate individuals, and prepares messages.

· Process incoming mail and prepare outgoing mail.

· Maintains filing systems either manually or electronically.

Required Skills/Abilities:

· Excellent verbal and written communication skills.

· Excellent interpersonal and customer service skills.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines.

· Proficient with Microsoft Office Suite or related software.

Education, Experience, Credentials:

· High school diploma or equivalent required.

· Clerical experience preferred.

· NYLIFE Securities LLC Associated Person required.

Physical Requirements:

· Prolonged periods sitting at a desk and working on a computer.

· Must be able to lift up to 15 pounds at times.

Signature

Date

Print Name

Job Type: Part-time

Pay: From $17.50 per hour

Schedule:

• Day shift

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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