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Financial Services Assistant
3 months ago
Minimum 3-5 years experience needed in a full service independent Financial Advisory practice. Candidate will be responsible for filing all new application paperwork for annuities, insurance, mutual funds and stock trades, account transfers and track new business through completion. Familiarity with Laser App, Redtail CRM or eMoney a must. We are flexible with working hours but need at least 25 hours per week commitment to consider this position. This can be a full time position for the right candidate. Hourly rate will range between $22-$30 per hour plus semi annual bonus based on experience. Good phone skills, client contact and servicing accounts a plus.
Company DescriptionWe are a local CPA Financial Advisory firm that services local and out of state clients in all aspects of their financial lives. We have a comprehensive planning process that the majority of clients will complete in the first 60 days of coming on board. We offer tax, financial, retirement and insurance planning services as needed.Company DescriptionWe are a local CPA Financial Advisory firm that services local and out of state clients in all aspects of their financial lives. We have a comprehensive planning process that the majority of clients will complete in the first 60 days of coming on board. We offer tax, financial, retirement and insurance planning services as needed.