Financial Planning Assistant

Our office is located in Rochester, NY and provides a comfortable, professional work environment. Our office culture is friendly and professional with a focus on quality and results. As an established financial planning firm, we maintain the highest level of professional standards.

This is a terrific opportunity for a talented individual who desires a small office, professional environment. As a Financial Planning Assistant you will be responsible for providing outstanding service to our clients by handling day-to-day tasks and paperwork. Additional responsibilities include the development and implementation of marketing ideas.

The primary responsibilities of the position include, but are not limited to:

Take the lead in preparing for current and prospective client meetings as well as following up on action items.

Use and maintain CRM system efficiently to schedule client meetings & marketing activities, as well as to enter and maintain contact information

Complete and process forms/paperwork accurately and in a timely manner, while also tracking pending items.

Provide outstanding service by answering the client phone calls/email, and handling client service issues within your capacity.

Knowledge/Skills/Competencies Required:

Associates degree or higher required

2-4 years of experience in an administrative role or in a financial services environment; marketing experience a plus

Ability to think conceptually and attend to details

Requires strong organizational and time management skills

Ability to handle multiple tasks and operate under tight deadlines

Extraordinary customer service skills; proven verbal and written communications skills

Outstanding computer skills, including proficiency with Microsoft Office. Experience with Outlook, or some other CRM system required.

Interested candidates please submit cover letter and resume.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• Paid time off
• Retirement plan

Work Location: Remote