What are the responsibilities and job description for the Financial Services Assistant position at Matthew Baker Wealth Partners?
Job Overview
We are seeking a detail-oriented and motivated Finance Assistant to join our dynamic finance team. The ideal candidate will play a crucial role in supporting our financial operations by assisting with various account opening tasks , , and ensuring compliance with company policies. This position is perfect for someone who is eager to develop their skills in finance and contribute to the overall success of the organization.
Responsibilities
- Assist in the preparation of financial reviews, account opening and process withdraws
- Maintain accurate records of financial transactions using financial software.
- Event planning
- Perform data entry and ensure accuracy in financial documentation.
- Customer service.
- Collaborate with team members to streamline financial processes and improve efficiency.
Experience
- Previous experience in a finance or banking.
- Proficiency in financial software is essential for managing financial records effectively.
- Strong attention to detail and organizational skills are necessary for maintaining accurate financial information.
- Excellent communication skills, both written and verbal, to interact effectively with team members and stakeholders.
- A willingness to learn and adapt in a fast-paced environment will be highly valued. Join our team as a Finance Assistant and take the next step in your career while contributing to our mission of financial excellence!
- Willingness to obtain securities licenses is a major plus.
Job Type: Full-time
Pay: $26.44 - $36.44 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $26 - $36