Who We Are

Simonet Financial Group was founded by Bill Simonet, CFP®, AIF®, CEPA® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor and are committed to helping you achieve your goals.

Who We Want

The Operations Associate will assist team members in preparing paperwork and ensuring every aspect of client accounts are set up accurately and properly maintained. This role will provide ongoing service and support to our operations team that exceeds expectations. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training and ongoing development of improved office procedures is also required.

Role Responsibilities

• Maintain client information in our records database
• Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor
• Draft, review, or edit client correspondence for Advisors, if needed
• Assist in the preparation of materials for
• Conduct phone calls with custodians to research potential issues within client accounts
• Assist in developing processes and procedures that enhance accuracy and streamlines processes upcoming client meetings

What You Need

• Knowledge of Financial Advisor office tools (i.e. Orion, Redtail, etc.) preferred
• Strong knowledge of Microsoft Office, including Word, Access, Excel and Outlook
• Computer literacy to easily learn new programs
• A natural acumen for numbers
• The desire to conduct research
• A genuine interest in the financial services industry
• Desire to provide the highest quality of service
• Strong attention to details
• Planning and organizational skills
• Manage multiple projects with precision
• Exceptional written and verbal communication skills

About Simonet Financial Group, LLC

Simonet Financial was founded by Bill Simonet, CFP® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor and are committed to helping you achieve your goals. As a financial planning & investment Management Firm, SFG incorporates a continual process of financial planning, cash flow management, investment portfolio monitoring, and strategic collaborations with attorneys, CPAs, Insurance Agents, private bankers, TPAs, and Trust service providers to provide an integrated financial solution for our clients.

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