Mueller Financial Services provides comprehensive financial planning, investment advisory services, business planning services, employer sponsored retirement plans and insurance-based solutions through a team of experienced professionals and support staff.

Position Summary

We are seeking a highly motivated, proactive and client service-oriented person with prior experience in the financial services field to support registered representatives and who have a willingness to work hard and want to be part of a fast-paced, growing and friendly office. Must have excellent written and verbal skills, ability to manage multiple tasks, work independently, a good team player and a strong attention to detail. Outstanding interaction with clients is a must.

Responsibilities

• Prepare account paperwork (new account, distribution/contribution, etc.) and follow up with clients and sponsor companies as needed
• Schedule and prepare for client meetings and reviews, including the preparation of reports, proposals, and financial illustrations
• Ability to maintain effective working relationships with clients by assisting with their requests and account actions to completion
• Maintain client records, CRM database, and compliance files
• Interface with team members, broker/dealer, Registered Investment Advisor (RIA), fund companies, multiple custodians, and insurance companies
• Participate in the continued growth planning, process and developing solutions to identify issues as well as proposing new ways of working efficiently and effectively

Qualifications

• Excellent client service skills
• Strong attention to detail with the ability to work independently while embracing team collaboration
• Ability to manage multiple projects at once with consistent follow-through 
• Displays exemplary professional communication skills
• Process driven and results oriented  
• Experience working in the Qualified Retirement Plan area is desired, but not required

• Minimum 3 years' experience in the financial services industry
• Understanding of securities and financial planning operations and administrative issues
• Bachelor’s degree preferred