Financial Office Assistant
4 weeks ago
Seeking a high energy, self-motivated individual to assist in daily functions of our growing boutique Financial Advisory Firm. The ideal candidate will thrive in a busy, team-oriented environment with an ability to prioritize a heavy workload. The ideal candidate will also be personable, and able to communicate to the Firm’s clients on a regular basis over the phone and via e-mail. This is a great opportunity for an entry-level person looking to gain more experience in Finance, or for a candidate with can-do attitude looking to make a career change. Either way, there is lots of opportunity for growth with our company
Responsibilities:
- Enter financial information into financial software systems.
- Maintain confidentiality in all aspects of client information.
- Interact with client over the phone and via email, as directed.
- Process client paperwork.
- Update and archive client information.
- Perform general clerical duties pertaining to specific client files.
· Additional training may take place for higher-level financial duties.
Qualifications:
- Must be personable, enjoy being part of a team and have a “can do” attitude.
- Computer literate with strong knowledge of Microsoft Office programs, especially Excel.
- At least an Associate Degree or currently enrolled in higher level education.
- At least 1 year of office experience is preferred.
- Finance or banking background is a definite plus
Job Type: Full-time, on-site
Please include your compensation requirements when applying for this position. Pay is commensurate with experience. We offer Medical benefits and PTO, and 401K matching after 1 year of service.
American Portfolios is proud to be an equal opportunity employer.
Company DescriptionWe are a financial advisory firm, operating our own independent brokerage under American Portfolios. We provide financial planning services for individuals and businesses.Company DescriptionWe are a financial advisory firm, operating our own independent brokerage under American Portfolios. We provide financial planning services for individuals and businesses.-
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