Financial Assistant

2 weeks ago


Rochester, New York, United States JK Executive Strategies, LLC Full time
Financial Assistant

Rochester, NY

JK Executive Strategies, LLC is seeking a highly skilled Financial Assistant to join its team. This role offers an exciting opportunity to contribute to a growing team and make a significant impact on client relationships.

Key Responsibilities:

  • Assist advisors in preparing for client meetings and delivering customized financial plans.
  • Utilize CRM systems efficiently to collect client information for upcoming meetings and documentation.
  • Assist with data entry of client financial information and anticipate advisor needs.
  • Provide weekly updates and check-ins to advisors and utilize excellent customer service skills to build client relationships.
  • Handle phone calls from clients and work on special projects directly with advisors.
  • Make recommendations to systematize and improve office functionality.

Requirements:

  • Bachelor's degree in finance, accounting, or a related field or equivalent experience.
  • 2+ years of related professional office experience.
  • Proficiency in Microsoft Office, specifically Excel.
  • Customer Relationship Management (CRM) systems experience is a plus.
  • Strong communication, organizational, and time management skills.
  • Detail-oriented with strong math, decision-making, and analytical skills.
  • Technical aptitude and ability to effectively prioritize workload and meet deadlines.

Salary Range:

$50-65k

JK Executive Strategies, LLC is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.



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