Financial Assistant

We are seeking a detail-oriented and motivated Financial Assistant to join our dynamic team. The ideal candidate will play a crucial role in supporting our financial operations, assisting with various tasks related to financial planning, investment management, and customer relationship management. This position is perfect for individuals looking to develop their skills in the financial services industry while contributing to the success of our organization.

This role provides flexibility for the right candidate in terms of hours and working onsite. Hours can range from 20 to 40 hours a week depending on the preference of the optimal candidate. We also permit working from home during times of need.

Responsibilities

• Assist in the preparation of financial reports and statements.

• Support financial planning activities by gathering and analyzing data.

• Maintain accurate records of transactions and client interactions using financial software.

• Facilitate communication with clients to enhance customer relationship management and maintain CRM software.

• Assist in planning processes by gathering and preparing necessary documentation.

• Collaborate with team members on sales initiatives and client outreach efforts.

Qualifications

• Strong understanding of accounting principles and financial services.
• Experience or knowledge in financial planning, investment management, and estate planning is preferred.
• Proficiency in using financial software and tools for data analysis.
• Excellent organizational skills with a keen attention to detail.
• Strong communication skills, both written and verbal, to effectively interact with clients and team members.
• Ability to work collaboratively in a fast-paced environment while managing multiple tasks.
• Previous experience in customer relationship management or sales is a plus.
• High school diploma required. College degree preferred.

Salary

$40k - $60 based on experience. 401(k)