Financial Planning Assistant

Essex Asset Management Group is seeking a part time Financial Planning Assistant. EMG is a small financial planning and wealth management firm. We manage over $50 million worth of assets. We are looking for a Financial Planning Assistant who will help us improve our client service and grow our business. The core of this role is client relationships and effective communication. You will have opportunities to expand your skills by working towards a Vermont Life & Health Insurance Producer license, FINRA/NASAA registrations, and eventually a CFP.

Responsibilities

·        Provide administrative and operational support for financial planners and asset managers.

·        Schedule meetings and prepare supporting documents for clients.

·        Manage client correspondence such as opening new accounts, processing transfer of funds requests, and other service needs.

·        Prepare quarterly billing statements and annual tax statements.

·        Perform general office management tasks.

·        Run reports on financial planning software.

Qualifications

·        Associates degree, working towards a bachelors or higher.

·        Ability to multi-task and prioritize tasks.

·        Organized, strong follow-up capability and detail oriented.

·        Excellent interpersonal skills, ability to build and maintain effective relationships at all levels.

·        Strong verbal and written communication skills.

·        Solid computer skills including ability to quickly learn financial planning software. 

Benefits

·        Growth opportunity for aspiring financial planner

·        Licensing and registration opportunities (Life & Health Insurance Producer, FINRA/NASAA Registrations)

·        CFP mentorship hours