Administration & Operations Associate

2 months ago

Binghamton, United States S.E.E.D. Planning Group, LLC Full time
Job DescriptionJob Description

If you are looking for a dynamic environment, look no further than S.E.E.D. Planning Group Our company Just Cause (reason for existence) is “Helping people overcome their challenges so they can achieve personal fulfillment”.

We are looking to hire exciting and talented people who want to grow and be leaders in their field while working in a team environment. This role is all about finding ways to go above and beyond to give our clients the best experience possible when working with S.E.E.D. We are not an ordinary financial service company, exceptional is what we strive for.

This is a salaried position with full benefits. Being part of this core team opens the door to any career path you are passionate about within the organization. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.

If this sounds like you, contact us today. We would love to meet you

Additional information:

Primary Responsibilities

Administration & Operations team members are responsible for the following:

  • Work internally with team members to fulfill client requests
  • Participate in a broad scope of company projects
  • Develop a general knowledge base of company operations while discovering a career path you are passionate about
  • Develop and implement processes and workflows
  • Perform account maintenance and paperwork for clients as necessary
  • Perform calendar management activities
  • Greet and assist onsite clients
  • Answer inbound and make outbound phone calls
Company DescriptionFee-Only Financial Planning | Investment Fiduciary | No Commissions

We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.Company DescriptionFee-Only Financial Planning | Investment Fiduciary | No Commissions\r
\r
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.

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