Financial Assistant

4 weeks ago


Edison, United States Optomi Full time

This role is located in Jefferson, NJ and is required to be onsite/hybrid with possibility for a remote schedule.


  • Direct support for a financial advisory business
  • Direct communication with clients
  • Coordinate client events
  • Office administration
  • Advocating for client success
  • Driving revenue for financial advisory business
  • Working directly with team members and advisors towards common goals



Required qualifications

  • Ability to support a financial advisor with a large book of business
  • Successful business acumen
  • Proficiency and usage of technology and software
  • Confident communication skillset with all levels of management
  • Ability to work and manage several projects, workflows or problem resolutions simultaneously
  • Ability to work in a fast-paced environment

Preferred Qualifications

  • Bachelors degree preferred
  • Financial industry experience a plus



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