What are the responsibilities and job description for the Client Services Specialist / Accountant / Back Office position at Alsworth Capital Management, LLC?
Company Description
Alsworth Capital Management, LLC provides comprehensive services in investment management, financial planning, retirement planning, education planning, tax planning, tax preparation, insurance planning, and estate planning.
Role Description
This is a full-time, on-site role for a located in Corning, New York. The Client Services Specialist will assist in preparing forms to service client accounts. This position requires attention to detail and the highest adherence to confidentiality. A strong work ethic is required.
Daily responsibilities include data entry into client relationship manager systems, detailed completion of forms, daily monitoring of tasks and cash management, maintenance of performance reporting systems, and personal tax accounting. Career advancement is encouraged and fully supported.
Qualifications
- Proficiency in Accounting is preferred
- Strong task management skills are required
- Tax preparation experience is a bonus
- Experience in financial services or related field is a bonus
- Financial Paraplanner Qualified Professional designation (FPQP®) or the willingness to work toward achieving it is a bonus
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Chartered Financial Consultant, Financial Services, Financial Professional, Financial Advisor, Insurance, Finance, Retirement Planning, Estate Planning, Asset Management, Wealth Management
Job Type: Full-time
Pay: $37,440.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $37,440 - $52,000