Northbridge Financial Group is a rapidly growing independent, Registered Investment Advisory firm that delivers comprehensive financial planning to its clients. Northbridge Financial Group is currently hiring for an experienced Financial Analyst to assist a team of financial advisors. We are seeking an energetic professional with excellent organization and communication skills who doesn’t mind wearing multiple hats. This is a very fast-paced and changing work environment and is not considered an entry-level position.

Primary Responsibilities:

• Trade execution
• Oversight and maintenance of model management system
• Investment and Financial Planning Analysis
• Proactively manage client data by inputting information accurately and thoroughly, tracking all actions in CRM, and running reports for the team/firm.
• Manage the implementation and completion of client requests/transactions and redirect tasks to advisors when appropriate.
• Display independence in the completion of client work and take initiative without prompting on basic tasks.
• Exhibit a commitment to excellence with strong attention to detail and high-quality service.
• Troubleshoot complex client service requests or issues with the custodian or other external vendors.
• Support senior teammates client management and business development efforts by keeping data updated and following up on outstanding items.
• Assist with internal client service projects such as managing data, improving processes, or adopting new technology.
• Interact with clients and build positive relationships through telephone, email, and at firm events.
• Set and maintain high standards of quality, organization, and efficiency for team.
• Work with other service specialists to share knowledge and experiences to develop and improve office processes to best serve the team and clients.
• Assist in progressing firm goals.
• Assist in migrating clients data to a new financial planning platform.
• May be responsible for other internal ad-hoc administrative responsibilities.

Qualifications:

• Experience working in financial services industry with private, high net-worth clients is a plus.
• Superior customer service skills
• Must be a collaborator and possess a client-first attitude.
• Excellent time management skills and ability to multi-task and prioritize work.
• Excellent written and verbal communication skills. Ability to discuss general information with teammates, clients, and business partners.
• Exceptional attention to detail, organization, efficiency, and timeliness.
• Exceptional confidentiality and professionalism.
• Willingness to learn and master firm technology and processes.
• Proficient in use of Microsoft programs and CRM experience. Specifically Excel with Pivot table and v-lookup functions.
• High school diploma or equivalent; college degree preferred.
• Will need to work in our Tampa, FL office
• Prior experience with LPL Financial and/or Schwab also preferred

Why work for Northbridge Financial Group ?

Northbridge Financial Group's mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member.

Website to learn more about Northbridge Financial Group: www.NorthbridgeFG.com

Job Type: Full-time

Pay: $58,000.00 - $68,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Tampa, FL 33607: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial services: 3 years (Required)

Work Location: One location

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