What are the responsibilities and job description for the Part Time Financial Planning Assistant position at FINANCIAL ADVANTAGE ASSOCIATES INC?
Part Time Position available - We are looking for an individual to assistant our Planning Team with organizing and scheduling client meetings. Opening and maintaining client account records. Assist in compiling comprehensive financial reports. Assist with monthly plan status reports and tracking. Assist with various projects and other duties as assigned. This individual must become proficient in the various software programs utilized with managing financial data.
This is a part time in person position 20-30 hours per week.
We are looking for someone that has the following personal attributes and skills:
- A strong attention to detail mindset with a focus on accuracy, initiative, and follow-through.
- Strong written and verbal communication skills to effectively work with clients and colleagues.
- The ability to quickly become proficient in various CRM and financial software programs.
- Strong Microsoft Office skills, with specific focus on Excel and Teams.
- A self-motivated drive and ability to work effectively both independently and as part of a team.
- The ability to learn new processes quickly, take initiative, and multi-task with minimal supervision.
- The ability to prioritize tasks and work in a deadline-driven environment.
Salary : $20 - $32