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Our ideal candidate will be well-versed in all business matters with special attention to knowledge of the financial industry.
Your goal will be to ensure clients and advisors are assisted on a timely basis, happy and engaged in their financial planning process. Afterall, the advisor works for the client, so you work for them too! We’ll also need you to drive efficiencies in expanding the firm's business, profitability and long-term success.
Above and beyond the “Responsibilities & Requirements” listed below, we need you to be:
- Professional: Our firm is a fun place, but also a serious business with a lot of moving parts. You need to know how to juggle lots of balls in the air that can’t be dropped. So we’ll need to know you have been an executive assistant before in a similar environment.
- Unflappable: Crazy things happen. You should be able to pause and laugh at them for a brief second before quickly taking action to make crazy problems disappear seamlessly.
- Passionate: To be successful with our firm, you have to believe in what we are doing and that is ensuring all clients financial security is priority one.
Responsibilities:
Requirements
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
Weekly day range:
Work setting:
Education:
Experience:
Work Location: In person
Full Time
$63k-80k (estimate)
05/10/2024
09/05/2024
highpointcaptialfunding.com
New York City, NY
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