What are the responsibilities and job description for the Financial Advisor Assistant Part-time. 20 hours. $20/hour. position at MAC Advisors?
Company Description
MAC Advisors offers a comprehensive financial planning and investment management relationship with a select group of clients. We aim to be our clients first call for all things financial. Our clients are confident and content knowing all aspects of their financial lives are in order. For more information, please contact us at aric.carpenter@cfdinvestments.com or (517) 318-6059.
Role Description
This is a part-time on-site role as a Financial Advisor Assistant located in Okemos, MI. Four hours a day between 9am and 5pm, five days a week. You will support the financial advisor and office manager in day-to-day tasks, including: Mailings. Answering phones. Phone calls to clients and investment/insurance companies. Meeting prep. Scanning. Letter proofing. Calendar coordination. Database upkeep. Some office upkeep as well as ordering of supplies/stamps/drinks/snacks etc. Completing other tasks as assigned.
Qualifications
- Strong communication and interpersonal skills
- Detail-oriented and organized
- Ability to work well in a team environment
- Basic understanding of financial products a plus, but not required.
- Computer skills (CRM, Microsoft office, Chat GPT, etc.)
- Good time management and prioritizing skills
- Ability to handle sensitive personal financial information responsibly.
- Self motivated and problem solving skills.
Salary : $20