Beyond Financial Planning is a boutique financial planning firm.

We are looking for someone who, preferably, has an interest in the financial services industry, who can quickly pick up ideas and responsibilities and is able to run with them without constant supervision.

Key traits we are looking for:

Excellent written and verbal communication skills, strong typing and note taking skills, including being able to transcribe meeting notes efficiently and accurately

• Organizational ability, attention to detail, with a perfectionist’s eye
• Polite communication with clients, team members, and vendors
• Professional appearance and demeanor
• Effective and efficient time management
• Clear and confident speaking voice, especially over the phone
• Ability to manage and prioritize multiple projects and tasks
• Comfortable learning new technology, knowledge of Microsoft Office Suite
• Ability to work independently and as part of a team
• Desire to try to figure things out on your own once you are familiar with available resources

Responsibilities include:

• Client meeting preparation and post-client meeting follow-up tasks
• Collect signatures from clients, copy/scan and submit documents
• Monitor and follow-up with all work-related notes with advisors/clients
• Schedule client appointments according to schedule
• Maintain client files in appropriate order
• Respond to client inquiries and assist with client request
• Handle incoming/outgoing calls, answer client inquiries
• Organize workshops, seminars, and client educational events

What We Offer:

• Competitive salary, $40,000 to $55,000, based on experience
• Performance-based bonuses
• Retirement plan
• Health, dental insurance
• Professional development incentive
• Paid holidays and PTO
• Charity matching
• Ability to work remotely part of the time once fully trained
• A collaborative and supportive team environment and culture
• Path for career growth
• Gym/fitness expenses

This is not a sales position.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Work Location: In person