Overview
The position primarily entails providing top-level assistance to a team of financial planners. The candidate should be well-organized and be comfortable scheduling meetings and responding to emails on the planner's behalf. Lastly, this individual should be able to interact with clients and help the team with meeting preparations and subsequent follow ups.
The ideal candidate will demonstrate exceptional organizational skills, technical proficiency, and a positive attitude, all while managing multiple priorities with efficiency and professionalism.
Duties
- Manage complex calendars, schedule meetings, and coordinate appointments for the team of planners and some of the executive leadership
- Aid team in preparing for meetings
- Responding to emails and document requests on behalf of staff and clients
- Organize meeting notes and documents for team
- Assist in the planning, scheduling, advertising and development of webinars
- Assist with quarterly Quickbook billings
- Track and Report Client usage and trends
- Organize and maintain filing systems, both digital and physical, ensuring easy retrieval of information
- Assist with data entry tasks, maintaining accurate records in spreadsheets and databases such as QuickBooks
Qualifications:
- Bachelor's degree or equivalent experience
- Strong computer literacy with proficiency in Microsoft Office (Word, Excel, PowerPoint), Salesforce and Adobe Acrobat
- Experience with QuickBooks or similar accounting software for data entry and financial record-keeping
- Proven ability to handle multiple responsibilities simultaneously while maintaining attention to detail
- Experience in managing multiple priorities, administrative coordination, and logistics
- Well-organized, detail-oriented, ability to multi-task with great follow-up skills
- Knowledge of zoom
- Knowledge of Quickbooks
- Strong written and verbal communication skills
- Customer service orientation with a friendly demeanor that fosters positive relationships
Pay: $56,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Retirement plan
Work Location: Hybrid remote in New York, NY 10013
