Financial Planning Assistant - Full-time / Part-time

FINANCIAL PLANNING ASSISTANT Essential Duties and Responsibilities: * Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. * Researches client and security information through the back office system. * Processes and follows up on client documentation for proper maintenance of accounts. * Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. * Creates and maintains records and files. * Ensures required client paperwork is current with firm and industry requirements, rules and regulations. * Maintains databases and creates reports using portfolio software programs. * Assists Financial Advisors with marketing efforts including seminars, etc. * May enter orders at the direction of the Financial Advisor. * Receives and processes securities. * Receives cross-training and assists with other operational functions as required. * Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Knowledge of: * Financial planning or financial services experience. * Financial markets and products. The working hours are Monday through Friday, 8am to 5pm. Flexible hours are available for a candidate that may prefer part time hours. Please submit your resume to duluth.mn@manpower.com or you may call Manpower at 218-727-8891 to apply.