Main Line financial planning team is seeking an experienced Administrative Assistant to help with day-do-day operational functions of the business.
This is a part-time position; 20 hours per week, Monday through Thursday. Past or current experience in the administrative/ financial planning area is strongly preferred.
We offer a relaxed but professional working environment.
Flexible holiday schedule and 2 weeks of paid vacation. Options for additional unpaid vacation if required.
General job functions include:
- Assisting 2 Financial Advisors with all operational aspects of the practice.
- Client meeting preparation, helping to run and summarize account reports.
- Preparing new account opening documents, ensuring all necessary requirements are met and forms are properly completed prior to submission.
- Tracking business-in-motion and helping to resolve issues as they arise.
- Answering incoming phone calls from clients and business associates. Also proactively communicating with clients to follow-up on relevant activities.
- Documenting all activities and communications in client database.
- Work on organizational projects as needed.
Qualifications include:
- 2+ years working in the investment industry, preferably in an advisory practice.
- Basic understanding of financial planning concepts, investment products and service-related matters.
- Proficiency with Microsoft Office applications (primarily Word and Excel).
- Technology-oriented, able to learn and utilize a variety of sites and systems used within the practice.
- Highly organized with an attention to detail.
- Good interpersonal and communication skills.
Job Type: Part-time
Pay: From $30.00 per hour
Benefits:
Experience:
- administrative: 2 years (Preferred)
- investment industry: 2 years (Preferred)
Work Location: In person
