Assistant for Financial Planning Firm

LOOKING FOR A CHALLENGE? Do you want to be a part of a successful, fast growing Financial planning and Investment office?

We are seeking a highly professional, independent Administrative Assistant to assist in daily responsibilities. Responsibilities to include: Excellent Ability to Service Clients, Office Organization, Clerical Duties and Back Office Functions.

Requirements include: MUST HAVE 6 or 7 LICENSE. Extensive Communications Service Skills, Must Be TEAM-ORIENTED with Strong Work Ethic and A-1 Typing and Computer Skills. Minimum 3 years experience. This position is Full-Time and offers a competitive salary and benefits.

If you are interested in joining a GREAT TEAM with room for advancement, then forward your resume with cover letter.

 

Benefits

401K with 3% company match

Health Insurance (We cover 70% of cost)

Vacation
Holiday Pay

 

 

 

Duties:

* Provides investment services information by preparing, copying, and distributing daily reports; inputting data; reconciling accounts.



* Provides client services by setting-up accounts; processing buy/sell authorizations, deposits, and withdrawals; gathering information for clients' other advisors, such as, attorneys and accountants; preparing documents; completing settlements; coordinating requirements with operations and back-office support.



* Resolves client issues by providing information and explanations; responding to inquiries and requests.



* Protects client and company interests by verifying processing compliance with internal and external guidelines; reviewing account security information; complying with federal, state, and foreign regulations; keeping information confidential.



* Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.



Skills/Qualifications:

Financial Skills, Financial Planning and Strategy, Financial Software, Reporting Skills, Analyzing Information, Dealing with Complexity, General Math Skills, Attention to Detail, Business Knowledge.