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Position Summary
Avantax is seeking a Financial Services Assistant I whowill handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Services Assistant I will assist in the preparation of client asset management, brokerage, and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Planning Consultants (FPC). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.
Essential Duties & Responsibilities
Education & Experience
Physical Demand & Work Effort
Comprehensive Benefits
We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.
#Avantax
Full Time
$62k-80k (estimate)
06/23/2024
08/04/2024
The job skills required for Financial Services Assistant I include Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Assistant I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Assistant I. Select any job title you are interested in and start to search job requirements.