What are the responsibilities and job description for the Personal Assistant position at Advisor Team within Barnum Financial Group?
Opportunity to Join a Rapidly Growing Team of Financial Advisors
We are a rapidly growing team of Financial Advisors at Barnum Financial Group seeking a new, highly motivated team member to directly assist our senior advisors. We are a young, but highly experienced team embodying a start-up culture within an established, well-respected firm. The average age of an advisor on our team is 33, 25 years younger than the average age of a Financial Advisor industry wide, but we all have over a decade of experience in the industry. You will have the opportunity to build and grow your career working alongside industry leading professionals with a growth and future-oriented mindset.
There is a learning curve to this position, as our industry is dynamic, and the daily systems and processes we use are complex. We are only seeking motivated, hardworking individuals wanting to work on a close-knit team, and candidates who desire a long-term career of learning and growing with us. Everyone’s contributions are vital and have a direct impact on the group’s success.
This is a full-time, entry level position, specifically designed with many opportunities for growth and earning career advancement.
We are seeking a candidate that embodies four primary criteria.
- Initiative
- Willingness and Ability to Learn
- Work Ethic
- Positive Attitude
Industry experience is preferred but not required.
All industry specific job functions will be trained on the job.
- A high level of existing proficiency in the following general areas will be required:
- Written and verbal communication in a team-based environment.
- Microsoft Office Suite, emphasis on Excel, Teams, and Outlook.
- Windows Operating System.
- Attention to detail and prioritization.
Initial responsibilities will include but are not limited to the following.
- Client service tasks
- Written and verbal communication with clients.
- Scheduling & calendar management.
- Data entry, integrity, & reporting.
- Client file management, electronic and physical.
Additional tasks and responsibilities with higher complexity will be added as basic tasks are mastered and certain milestones are achieved.
Please do all that you can to stand out to be selected for an interview.
The more we know about you, the better chances you will be asked for an interview.
Your role will be full-time, primarily 9 am – 5 pm in our Glastonbury Office.
There is the potential of one remote workday per week.
Pay rate range is $21 - $26 per hour, plus 401k matching and other incentives.
You may apply any of the following ways.
Indeed
Email your resume to jbw@barnumfg.com
Job Type: Full-time
Pay: $21.00 - $26.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $21 - $26