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Independent Financial Advice | Guidance | Investment Management

Financial Services
Carol Lampe
Jason Lampe
Partner With Us
Practice Support
Financial Advisor
Client Center

Independent Practice Support
Lampe Financial is growing, and we are seeking the services of an independent support professional to help us serve our clients. Our firm holds the highest possible standard of client confidentiality. References will be contacted and a thorough background check will be performed.

A must:

   Maintain the strictest client confidentiality at all times
   Professional, courteous, and highly attentive to detail
   Impeccable verbal and written communication skills
   Independent, yet team player
   Have reliable Internet, computer (Windows), smartphone with Internet and Email
   Very comfortable with technology and working virtually
   Proficient in MS Word, Excel, Email programs and Internet search
   Able to step workload up and down to follow the work cycles of our practice

A plus:

   Asset Management and/or Financial Planning industry experience
   Knowledge of and experience with financial planning software
   Experience with Skype, Chat, Zoho, Google Docs, PortfolioCenter

Responsibilities (inclusive, but not limited to):

   Prepare applications, forms, and LOIs; submit, and follow up as appropriate
   Set annual and semi-annual review appointments with clients
   Respond to client calls as appropriate
   Help maintain thorough notes in customer relationship management software
   Perform financial related web research
   Report pre-analysis

Contact us. We're open to possibilities.