Financial Assistant

Summary of Essential Duties

This team member is responsible for supporting firm business development efforts through the implementation of the firm’s values and expectations. Additionally, this person supports the client experience through direct client interaction. This person is highly creative, an excellent communicator in both written and verbal forms, demonstrates a positive can-do attitude, enthusiasm and a strong aptitude for learning. Organization skills and attention to detail are critical. Additionally, this team member is responsible for the completion of the essential duties and responsibilities outlined below:

Outcome

• Support high client satisfaction through excellent customer service, prompt follow-up with client issues and proactive problem solving

General Administrative

• Prepare files for meetings & complete actionable items post meeting
• Prepare and process paperwork
• Manage tasks & workflows in different systems
• Handle client service requests
• Compliance upkeep

Knowledge, Skills & Attributes

• Exceptional organizational skills; ability to multi-task and meet deadlines
• Highly competent computer skills, advanced knowledge of Microsoft Office Suite
• Exceptional oral, written and interpersonal communication skills
• Professional appearance and demeanor
• Strong initiative
• Energetic, eager to learn and willing to cooperate
• You understand and appreciate the fact that a team environment is both productive and efficient, and have the ability to compromise, show respect to others and listen to the needs of your teammates and prospective clients
• You’re a self-driven individual, naturally punctual, and structured with your day. Your focus and drive keeps you on track all the time
• Willingness to learn, embrace change, and work in a fast-paced environment both independently and as a team

Qualifications

• Experience preferred
• Licenses Series 7 & Series 66 or 65/63 preferred

Benefits

• Salary $50K-$80K depending on licenses and experience
• Vacation, Bonus opportunities, Retirement plan, Medical

Job Types: Contract, Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Physical Setting:

• Office

Work Location: In person