Radnor Financial Advisors, LLC is looking for a Financial Support individual to assist our advisors in servicing clients.
Financial Support Duties and Responsibilities:
Comfortable with direct communication with current and prospective clients.
Integral part of the client service team. Process and draft correspondence for advisors; maintain and update client database.
Gather materials in advance of client meetings.
Responsible for preparing forms and verifying they have been received and processed correctly.
Responsible for communicating with the analysts and consultants regarding task status.
Serves as a liaison with other functional areas, external customers and vendors in the resolution of routine administrative and operational problems.
Correspond with custodians regarding processing, account alerts and other back office items.
Analytical Tasks: Become proficient with our internal systems; learn client file organization; assist in preparation of financial reports; and effectively use IT initiatives. General administrative tasks.
College Degree (Associates or similar required, Bachelors is a plus).
1-3 years of experience in the business/finance industry preferred.
Ability to work in a fast paced environment.
Proficiency with Word, Excel, Access, Outlook, Internet.
Ability to quickly learn other software used by team.
Must be organized, meticulous, detail-oriented and able to multitask.
Must be able to prioritize work; ensure daily deadlines are met; and work independently as needed.
Excellent written and verbal communication skills.
Team player, able to work well with all levels of the firm.
Desire/ability to work successfully in a small company environment.
Additional Salary Information: Compensation/Benefits: Compensation commensurate with requirements of the position plus attractive benefits.
About Radnor Financial Advisors, LLC
Radnor Financial Advisors, LLC is an independent, fee-only, wealth management firm in the Philadelphia area—founded over 25 years ago. Our firm specializes in providing value based financial planning and investment management services.For over 25 years, Radnor Financial Advisors, LLC has provided wealth management services to high net worth individuals and corporate executives. Our holistic approach integrates personal financial planning, tax considerations, estate concerns, and investment portfolio management.At Radnor Financial Advisors, LLC, you can experience the benefits of personal wealth management. Our team of highly-qualified professionals will work with you to develop a financial plan which addresses (depending upon your specific needs and circumstances) short-term and long-term investment objectives, estate planning, wealth transfer, retirement goals, tax planning, insurance selection, budgeting, and more.We believe the best financial advice is provided by people who are independent and objective. For that reason, we function as a fee-based advisory firm and take care to maintain exclusive advisor-client relationships. We do not sell investment products and we do not acc...ept commissions. We consider that we have a duty to always act in good faith, and to place our clients’ interests first and foremost.