Boca Raton, Florida, United States · On-site
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Job Purpose: As a Retirement Plan Coordinator of Provenance Wealth A…
Skills: Problem-solving, Task Management, Customer Service, Attention to Detail, Work Ethic
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Provide proactive administrative support to Financial Advisors to maximize their client-facing time. Act as the primary point of contact for clients to resolve inquiries and manage retirement plan documentation and reviews.
Requires 2-4 years of experience in financial services, preferably with retirement plan knowledge. Proficiency in MS Office (Excel, Word, Outlook, PowerPoint) and a bachelor's degree are preferred.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Job Purpose: As a Retirement Plan Coordinator of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to Financial Advisors and assist with efficient, quality client service. You will serve not only as a key member of the Provenance Wealth Advisors’ team, but also the initial point of contact for clients to identify, research and resolve their problems while providing the highest level of customer service. A key attribute of the administrator role is to understand and drive the global planning process, not only the task at hand. At its core your key job responsibility is to provide general administrative support to the advisor and firm in order to allow the advisor to maximize client facing time.
Company Culture: Provenance Wealth Advisors (PWA) is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.
PWA is also a unique work environment that values teamwork and strategic cooperation among both its planners and its staff. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. PWA expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.
Accountability is also a key element in our success. PWA is committed to a “return and report” culture so that each of us is accountable for doing what we agreed to do to the very best of our ability and within the agreed-upon timeframe. Target dates are to be communicated with each assigned task. If they are not, it is the responsibility of the assignee to obtain a target date for completion. Persons assigned such tasks will be accountable to report back as to the status of the tasks assigned.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
We provide a comprehensive approach to estate, business, financial and investment planning.
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. Areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more information, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc. Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals. Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States.
Offices: 200 E Las Olas Blvd, Nineteenth Floor, Fort Lauderdale, Florida 33301, US · 200 South Biscayne Boulevard, Seventh and Eighth Floors, Miami, FL 33131, US · 5100 Town Center Circle, Suite 450, Boca Raton, FL 33486, US
We provide a comprehensive approach to estate, business, financial and investment planning.
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. Areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more information, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc. Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals. Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States.
Offices: 200 E Las Olas Blvd, Nineteenth Floor, Fort Lauderdale, Florida 33301, US · 200 South Biscayne Boulevard, Seventh and Eighth Floors, Miami, FL 33131, US · 5100 Town Center Circle, Suite 450, Boca Raton, FL 33486, US
