Finance and Administrative Support

The client is seeking an Operations Associate for their advisory firm. They provide a holistic and Integrated Wealth Management approach to their clients’ personal wellness, health, career, and family. They are a 100% virtual practice.

Responsibilities

Key Activities & Duties:

• Handle Client Servicing requests
• Process New Business
• Assist in the production of Financial Plans through the use of financial planning software
  
  

(eMoney and Holistiplan)

• Analytical spreadsheet work
• Generate reports for client meetings
• Maintain Client database
• Create content, design, and manage email marketing campaigns
• Manage large-scale projects, as needed
• Learning financial planning vocabulary and concepts
  
  

Qualifications

Role would require working a portion of time on West Coast U.S. based business hours.

Must have a background in Financial Planning and Analysis

Job Specific Skills & Traits

• Excellent communication skills, both spoken and written.
• Self-motivated, proactive, and able to work independently is essential for a remote working environment.
• Unmatched attention to detail, with strong organization and time management skills while maintaining a creative and out- of-the-box mentality.
• Tech and internet-savvy with knowledge of various software and general computer skills.
• Open-minded, and displays the highest character & integrity.
• Displays eagerness and proactive attitude to learn and gain competency in work.