Careers

Barber Financial Group – Career Opportunities

 

Client Review Administrator

Client Review Administrator

The Client Review Administrator is responsible for ensuring that all client reviews are prepared and ready in advance in order to provide a great client experience. This position works with operations and the sales team to ensure that we are proactive in meeting our clients’ needs in addition to providing them with a comprehensive review when they meet with their advisor.

Primary Duties:
o Maintain client review queue – ensuring reviews are prepared 48 hours in advance
o Review the clients overall financial picture for issues that we can proactively address
o Gather outside investment information for all accounts
o Review notes and cases in CRM to ensure items are complete
o Work with the sales teams to make sure they are fully prepped for the client review
o Update financial planning software
o Coordinate any paperwork that will be needed in the review
o Service cases as assigned by a member of the operations team
o Special projects as assigned

Requirements:
o Minimum 2 years’ experience in operations with a registered investment advisor, Series 65 is preferred but not required.
o Bachelor’s Degree
o Ability to handle multiple tasks and complete assigned tasks in a timely matter
o Ability to work 40-50 hours a week
o Ability to work autonomously
o Ability to work efficiently with all levels of staff and management
o Positive attitude

Benefits:
o Medical, vision, dental, and life insurance
o Company matched 401k
o Flexible work hours and 3pm close on Fridays
o Paid vacation, market holidays, and community volunteer days

Company Description:

Barber Financial Group provides comprehensive wealth management services for a select group of individuals in the Kansas City metropolitan area. Barber Financial Group currently manages in over 1 billion in client assets and works primarily with retirees and pre-retirees. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

To apply, send your resume to courtneyr@barberfinancialgroup.com

 

 

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