Seeking a high energy, self-motivated individual to assist in daily functions of our boutique financial planning firm. The ideal candidate will thrive in a busy, team-oriented environment with an ability to prioritize a heavy workload. The ideal candidate will also be personable, and able to communicate with the Firm’s clients over the phone and via e-mail. The position is for someone who enjoys customer service as the position is customer-service oriented. The individual will also work to support the Certified Financial Planner, as well as the Senior Financial Assistant, in varied assignments related to Financial Planning for individuals and corporate clients.
Responsibilities:
Enter financial information into financial software systems.
Maintain confidentiality in all aspects of client information.
Interact with Firm clients via phone and email.
Process client paperwork.
Update and archive client information.
Perform general clerical duties.
Additional training may take place as necessary, for higher-level financial duties such as entering financial trades, using industry-specific financial programs, etc
Qualifications:
Must be personable, enjoy being part of a team and have a “can do” attitude.
High attention to detail and strong organizational skills.
Ability to solve problems quickly and efficiently.
Ability to handle highly sensitive, confidential and non-routine information.
Computer literate with strong knowledge of Microsoft Office programs.
At least an Associate Degree or currently enrolled in higher level education.
Basic understanding of simple math is absolutely a must.
At least 2 years of office experience preferred.
Finance background is a definite plus!
Must be willing to undergo background check testing and fingerprinting as part of the onboarding process, due to industry
regulations.
We are proud to be an equal opportunity employer.