Financial Planning Assistant

Job Overview
We are seeking a detail-oriented and motivated Finance 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.

Duties

• 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.

Join us as a Finance Assistant and take the next step in your career within the finance sector!

Job Types: Full-time, Part-time

Pay: $21.00 - $27.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• 401(k)
• 401(k) matching

Compensation Package:

• Bonus opportunities

Schedule:

• 4 hour shift
• 8 hour shift
• No nights
• No weekends

Work Location: In person

Salary : $21 - $27