🛠 Tech Stack

💼 About This Role

You'll work alongside Financial Professionals to provide excellent client service and support. You'll manage account documents, process transactions, and help craft comprehensive financial plans. This role offers growth opportunities in financial services and the chance to complete FINRA exams.

🎯 What You'll Do

• Manage client requests and account maintenance with professionalism
• Review and process account documents and resolve complex issues
• Assist in developing financial plans for clients
• Facilitate transfers of funds and issuance of checks

📋 Requirements

• Eager to advance in Financial Services (SIE, Series 7, 66)
• High school graduate
• Solid technology skills (Microsoft Word, Excel, Outlook)
• Proven ability to build client relationships

✨ Nice to Have

• Post-secondary education or comparable work experience
• Detail-oriented with strong math skills
• Experience handling multiple priorities

🎁 Benefits & Perks

• 🏥 Medical, Dental and Vision
• 💰 Company 401(k) and ESOP
• 🏖️ Generous sick, vacation, and parental leave
• 📚 Tuition Reimbursement ($15,000 lifetime cap)
• 🎁 Charitable gift-matching program

🚩 Heads Up

• Role mixes clerical tasks with financial planning duties
• Requires licensing but no prior experience expected