Vacancy expired!
A boutique financial planning & investment firm is seeking an outstanding person to take ownership of administrative and client service functions with potential for added office management responsibilities. As a Registered Investment Advisor (RIA), the firm offers unbiased, objective guidance, unique to the specific goals and objectives of successful business owners and families.
Position requires an individual, who is flexible, self-motivated, learns quickly, anticipates needs, works independently and has demonstrated the ability to multi-task. The successful candidate must have excellent people skills, the confidence to make independent decisions and work effectively in a diverse environment. Maintaining a continuous workflow without direct instructions is essential.
The job also requires the following attributes & skills:
Excellent organizational and interpersonal communication skills
Strong internet and PC skills, includes proficiency in Excel and Word
Self motivated, dependable and thorough in all work
Bachelor degree or actively working towards a Bachelor degree requested
Minimum two (2) years experience in a professional working environment
Applicant must submit to a back ground check and pass pre-employment drug screening
Key responsibilities include:
Client account maintenance and service functions
General administrative duties, including answering phone, scheduling meetings, and filing
Light spreadsheet analysis
Marketing research via the Internet and other special projects
This is an incredible opportunity for the right candidate who wants to grow professionally in a flexible and independent environment. In particular, we are seeking a personable individual who desires long-term employment with increasing responsibility over time. Compensation commensurate with experience with bonus opportunities based on annually established criteria. If interested in applying, please email your cover letter with compensation requirements, resume and references.
Approximately 30 hours per week with flexible working arrangements possible.
Please, only serious job applicants should respond to this post.
Vacancy expired!