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Financial Planning Assistant

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EldenStreet Financial

2021-12-03 07:32:24

Job location Herndon, Virginia, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Financial Planning Assistant
Growing and successful financial practice in Herndon, Virginia is seeking a positive energetic person who can interact with clients and has an eye for details. We serve high net worth individuals, business owners, and professionals. This position is full time (30 hrs minimum) entry level with the opportunity to advance.

Ideal Applicant:

  • Interest in pursuing a career in Financial Planning and Investment Advisory
  • Superior attention to detail with strong organizational skills and follow-up
  • Sharp, professional appearance and have the ability to prioritize and multitask
  • Highly communicative, organized, friendly, and be able to thrive in a fast-paced environment
  • Work well individually and as a team player
  • Dedicated commitment to provide superior customer service
  • Strong proficiency in Microsoft Office Suite (specifically Outlook and Excel)
  • Strong ethical standards in working with confidential client information

Primary responsibilities will include, but not be limited to:

  • Scheduling / preparing Advisors for client meetings
  • Managing calendars
  • Research and case preparation
  • Maintaining client database
  • Track open cases to completion and follow up as needed with investment and insurance companies, and/or clients
  • Communicate with clients regarding questions and service related issues
  • Other general administrative duties as assigned
  • Gathering and validating client data

Requirements:

  • Bachelors degree or equivalent in Finance, Financial Planning or Business
  • Life and Health license, FINRA Series 63, 66, and 7, or willingness to acquire immediately
  • Ability to read and analyze existing financial documents and spreadsheets
  • Microsoft Office Suite proficiency (Excel, Word and PowerPoint)
  • Familiarity with financial planning software preferred
  • Experience with client management databases preferred
  • Remote interview process
  • One location

Salary:

  • Range $23 to $30 per hour based on qualifications and experience

Job Types: Full-time, Part-time

Pay: $23.00 - $30.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Life insurance
  • Paid time off

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

COVID-19 considerations:
All guests are required to weak a mask and social distance. Cleaning protocols are observed.

Education:

  • Bachelor's (Required)

Experience:

  • Microsoft Office: 1 year (Required)

Work Location: One location

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