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Assistant w/Financial Services Experience (Part Time)

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Location
Braintree, MA
Job Type
Direct Hire
Date
Sep 10, 2017
Job ID
2489564
Assistant (Part Time)

Independent financial advisory firm seeks a part time Assistant.

Company: Independent financial advisory and wealth management firm specializing in high net-worth individuals

Location: Braintree, MA

Schedule/Hours: 25-30 hrs/wk, 4 days/wk, 8:30 or 9:00 start time with flexibility; hours must include Fridays 9-5

Pay rate: $25+/hr 
 

Responsibilities:

  • Handling phone calls from clients and execute their needs in a timely manner.
  • Prepare new account and account maintenance paperwork to be submitted in a timely manner.
  • Prepare paperwork for investment products and insurance products to be submitted in a timely manner.
  • Generate reports, statements and spreadsheets to prepare for quarterly client reviews.
  • Maintain client information in our Client Relationship Management system.
  • Maintain inventory of office supplies and materials and coordinate with all vendors.

Required Knowledge/Skills:

  • 5 years experience working in the financial/investment industry is a MUST
  • Excellent verbal and written communication skills
  • Demonstrate the ability to multitask
  • Demonstrate the ability to work independently
  • Superior organizational skills and time management skills
  • High attention to detail
  • Marketing and social media skills - a plus
Additional Experience:
  • Candidates with experience in investment management, financial modeling, Morningstar research and direct client relationship experience encouraged to apply. Pay rate commensurate with experience.