Avoid scams and fraud by dealing locally! Beware any deal involving Western Union, Moneygram, wire transfer, cashier check, money order, shipping, escrow, or any promise of transaction protection/certification/guarantee. More infoWe are a Financial Planning firm serving the South Bay for 27 years. Our passion is helping businesses and families to create wealth and successful futures for themselves and their next generations.
The ideal candidate will be a highly organized, mature, detail-oriented self-starter with minimum 5 years office experience or BA degree in Finance. Prior experience in Banking, Insurance, Brokerage and/or associated licenses a plus. Must maintain highest level of confidentiality.
Minimum Qualifications/Skills:
- Must have strong proficiency in Word, Excel and Outlook
- Quick learner - new software (will receive training on latest financial & analytical
programs)
- Clear, skillful communicator with excellent verbal, written and listening abilities, good
grammar, phone voice and etiquette. Client service experience a plus.
- Can demonstrate good analytical and problem-solving skills
- Professional appearance important at all times
- Resourceful in internet research and software navigation
- Able to multitask, organize and maintain operations
- Attention to detail & accuracy is essential
Responsibilities:
- Oversee workflow, office coordination and projects to completion
- Handle client and vendor contact and correspondence
- Assist with mutual fund and other investment research
- Create forms to open accounts and implement trades and exchanges
- Create detailed Excel worksheets and documents
- Maintain systems and procedures and improve where possible
- Use internet and internal systems to prepare for client appointments
Hours are Monday through Friday 8:30 -- 5:00 pm. Due to the considerable training you will be receiving, please apply only if you can commit to a minimum of 2 years with our firm.
If you fit these qualifications we want to hear from you. Please e-mail your resume with references. Include a salary history, a summary of those qualifications that make you a good fit for this position, and the date you would be available to begin employment.
Non-smoker only -- no exceptions. Professional dress required at all times.
NOTE -- If you are attaching your resume as a MS Word document, save your resume using the MS Word 97-2003 format.
Location: South BayCompensation: Hourly - appropriate to experiencePrincipals only. Recruiters, please don't contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
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