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Assistant Financial Advisor

Capstone Financial Services

This is a Full-time position in Atlanta, GA posted November 15, 2021.

Work Schedule: Flexible
– Approximately 25 – 40 hrs/week with flexible start and end times.

Effective Date: Immediately

Location/Executive: West Cobb Office/Brian Fox & Richard Tull

Scope/Purpose of the Position: To promote the growth and support the operation of Capstone Financial of West Cobb

Major Responsibilities and Essential Functions Include, but are not limited to:
Represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service.
Adhere to our core values in all functions of their job responsibilities.
Promote the company through social & professional affiliations/relationships/associates.
Client servicing, appointment scheduling, client database/file management.
Monitor emails/voice mails and initiate follow-up as needed.
Answer incoming calls and handle issues as needed.
Routes and answers issues and correspondence not requiring executive’s attention.
Open all incoming mail and process.
Manage operational expenses and accounts.
Investment and Insurance illustrations, comparisons, and presentations.
Process insurance and investment product applications.
Make hotel, airfare reservations, restaurants, etc.

as needed.
Composes and types letters, memorandums, and reports following prescribed format.
Maintain client database software including Sales Force and Outlook.
Create and prepare Excel spreadsheets and PowerPoint presentations.
Manage office operations and perform general office tasks.
Responsible for learning about the multiple services offered by Capstone Financial and articulate the benefits our clients enjoy to prospects and referrals.
Other duties as assigned.
Knowledge, Skills, and Abilities:
Self-motivated, independent, strong sense of initiative, and willingness to take ownership of projects/tasks.
Willingness to improve on current processes to improve the effectiveness of our overall operation.
Strong organizational skills with ability to attend to detail/accuracy.
Ability to handle simultaneous projects, prioritize tasks, and meet deadlines.
Possesses or willing to obtain advanced knowledge of Sales Force, Outlook, Excel, Word, Power Point, and eMoney.
Excellent oral and written communicator.
Outgoing personality with the ability to interact professionally with all clients, prospects, referrals, corporate staff, etc.
Responsible for managing accounting including payables, receivables, bank account reconciliation, etc.
Ability to plan, organize, schedule and direct work activities of office associates.
Possess high level of integrity with the ability to maintain client confidentiality.
Possess interpersonal skills to handle sensitive and confidential situations.
Ability to perform complex administrative duties.
Strong work ethic.
Positive outlook.
Preferred Qualifications or Training:
Investment and/or Insurance industry experience.
Experience working in sales and/or sales support.
Excellent communication skills.
Strong Organizational Skills.
Detail oriented.
Advanced knowledge of Sales Force, Outlook, Word, Excel, Power Point, and eMoney.
Working Conditions:
Flexible Hours
Small office environment.
Some driving required (bank, post office, office supply store, etc.).
The position requires considerable organizational skills as well as concentration/focus and creativity.

It is subject to stress caused by changing priorities, tight deadlines and varying workload.


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