You haven't searched anything yet.
Part-Time Associate/Executive Assistant
Company Background
Professional Financial Services, Ltd. is a financial planning and wealth management firm that is located in North Arlington, New Jersey and has been in business for over thirty years. We serve clients throughout the country that are high net-worth individuals as well as individuals with more modest means. Our team is passionate about developing financial plans to meet our clients’ financial goals. In addition, ownership has deep roots in the North Arlington, Jersey City and the surrounding areas and is committed to give back to the community.
Responsibilities and Duties
· Part time position working approximately 20 hours per week, 10 AM – 2 PM, with some flexibility on the hours. Potential for full-time employment based on individual’s performance and company needs
· Answer the telephone and take messages as needed
· Greet clients when they attend in-person meetings
· Assist with the completion of paperwork
· Maintain and build client contact list – assist in sending out newsletters
· Develop proficiency in all necessary financial software programs
· Ensure client RMD requirements are met
· Assist with required compliance and CE training
· Assist with FINRA, TFS, and FFP compliance audits
· Assist in all office matters as needed
· Assist and maintain client files
· Assist with office technology needs
· Assist in tracking CE for all licenses and keeping licenses updated
· Capable of traveling between two offices in Bergen County when necessary. Primary office in North Arlington
· Assist in other business-related matters per ownership
Desired Qualifications
· Trustworthy, extremely well organized, hard worker, intelligent, positive, team oriented, computer savvy, professional, honest and has high integrity
· Willingness to learn
· Position available for long-term if desired by both parties
· Background check required
If interested in this position, please contact Doreen Catanio at cpadoreen@aol.com or 201-408-6800
Job Type: Part-time
Pay: $20,000.00 - $30,000.00 per year
Expected hours: 20 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Part Time
$88k-113k (estimate)
04/07/2024
05/08/2024
The job skills required for Executive Assistant include Flexibility, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Executive Assistant positions, which can be used as a reference in future career path planning. As an Executive Assistant, it can be promoted into senior positions as an Executive Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Assistant. You can explore the career advancement for an Executive Assistant below and select your interested title to get hiring information.