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Financial Administrative Assistant
Want to be a part of a dynamic company and team? Market Wealth Management, LLC is looking for you! We are looking for Candidates who are sharp, hungry and want to grow to the next level with us!
Office Description:
Market Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We work to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help our clients achieve financial independence.
Specific areas of focus for the Financial Administrative Assistant include:
- Preparing financial analyses and financial plans for clients.
- Assisting with analysis and administration of client investment portfolios.
- Providing support for processing client service needs.
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Qualifications of the Financial Administrative Assistant:
- Experience in the field desirable, although not required, as this is an entry-level financial planning position with career development.
- FPQP®, CFP® and/or CPA/PFS designations are preferred or willingness to obtain additional financial planning education.
- B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
- Strong analytical skills
- Excellent written and verbal communication skills
- Self-starter, productive, works well with a team and independently
- Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail
- Excellent project management skills with ability to prioritize and track multiple tasks
- Proficiency in Microsoft Office Suite
- Knowledge of CRM (Hubspot) and eMoney a plus
Learn more and apply on Indeed.