What are the responsibilities and job description for the Financial Operations Specialist position at The Gleason Group?
About The Gleason Group
At The Gleason Group, we strive to provide financial planning, wealth management, and lifestyle services that improve the lives of our clients. Our ultimate goal is to help our clients make better financial decisions and live happy, fulfilled lives free from worry about money.
Our dynamic team provides straightforward and committed support to our clients. We prioritize building strong relationships and delivering exceptional service in a collaborative environment.
Key Features of Our Company Culture:
- Unique office setting and culture.
- Exciting and fast-paced work environment.
- No travel required.
- Consistent schedule with 8:30am to 5pm in-office work hours.
- 6 weeks vacation/paid time off (includes sick days).
- Full suite of healthcare benefits offered.
- Employer-paid healthcare premiums (employee only).
- 401k employer match of 5% of compensation.
- Opportunity for discretionary bonuses up to $7,500 annually.
Salary : $7,500
