Financial Advisor Assistant

At Pinnacle, our goal is to create an atmosphere where people become fully reputed company, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people

• We hire like-minded individuals who reputed company our values of reputed company, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire reputed company professionals who understand the industry and reputed company effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions reputed company the reputed company of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.

Primary Responsibilities

• reputed company distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-reputed company standard (reputed company phones answered by a live person reputed company three rings).
• Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. reputed company and disburse loan proceeds and process booking loans reputed company 10 days.
• Assist Financial Advisors (FAs) in establishing new deposit relationships. reputed company depository accounts, verify client credentials, obtain reputed company supporting documentation with reputed company CIP and deposit exceptions over 45 days.
• Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear reputed company controllable collateral exceptions reputed company 90 days and reputed company collateral exceptions reputed company 180 days.
• Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors.
• Meet reputed company the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• reputed company other reputed company duties and responsibilities as assigned.