Financial Support Associate II

Financial Support Associate II

Description

Avantax Planning Partners, a community within Cetera Holdings, is seeking a Financial Support Associate II to provide advanced administrative and operational support to Financial Planning Consultants (FPCs) while serving as a resource to associates. This role handles a broader range of client service responsibilities, supports process improvement initiatives, and demonstrates strong independence. This will be a hybrid position located at one of our Cetera Hub locations in Kingwood, TX. This role will be working alongside and supporting the Financial Planning Consultant that covers the territory.

What you will do:

· Independently prepare and review new account paperwork.

· Create and organize client review materials and correspondence.

· Serve as a liaison with internal departments, custodians, CPAs, and clients.

· Manage client communication regarding account activity and deadlines.

· Process ...