Professional Financial Planning Practice seeking a Full -Time Associate supporting the Director of Operations. We are seeking a positive, friendly, take-charge individual who is intelligent, organized and enjoys multi-tasking. This position affords the opportunity for growth, ultimately to the lead position of Director of Operations. The ideal candidate would possess a minimum of two years industry experience in client service and administrative support.

The ideal candidate would enjoy client interaction and be enthusiastic toward maintaining the highest quality of client service. Strong attention to detail and follow through is critical. Excellent customer service skills, both verbal and written is necessary. Candidate must embrace a team-approach perspective as well as ownership of their role.

Responsibilities include managing telephone communications, coordinating client appointments and the preparation of materials for client meetings. Oversight of client management and reporting systems. Experience with Microsoft Office is a must. Assist with continuity of information and documentation requirements for new accounts, account transfers, and the development of comprehensive financial plans.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: In person