Job Summary:

Menna Wealth Planning Group is looking for a personable, detail-oriented administrative professional to work in our growing independent financial planning firm.

The individual will be responsible for making sure we provide an overall outstanding client relationship experience to our clients. The individual will ensure that our contacts with each of clients are accurate and timely. We are committed to putting our client's interest first and working as a team to develop the best strategies for our clients.

Job Responsibilities:

• Point a contact for our client relationship experience
• Answer Phones and get to know our clients
• Make and confirm client meetings
• Office administrative responsibilities
• Inputting, updating, monitoring and tracking client information and communications using our Client Relationship Program
• Assistant with Marketing and Social Media content

Qualifications:

• Excellent organizational skills
• 1-4 years work experience
• Strong verbale and communications skills
• Client Relationship Management (CRM) experience
• Basic Microsoft Office and Outlook skills
• Team player, collaborative, able to work with others
• Detail-oriented and relationship focused
• Desire/ability to work successfully in a small company environment
• Bachelor's Degree preferred

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Holidays
• Monday to Friday
• No weekends

Ability to Relocate:

• Ronkonkoma, NY 11779: Relocate before starting work (Required)

Work Location: In person