- Pay
- $70–80k
- Where
- Melville, NY, United States
- Level
- Mid
This position presents an exciting opportunity to take an entry-level role in a boutique financial planning firm while learning the ins and outs of financial planning. You will play an essential role in the success of the business by ensuring that day-to-day operations run smoothly. Administrative and clerical duties of a financial advisor that are delegated and to be finished.
Job Responsibilities
Calendar Management & Daily Line-Up Call every morning
Writing Executive Summaries
Organizing client records & preparing files for annual reviews
Aggregating client info and setting appropriate tasks to FPS or other team members
Scheduling Client Meetings
Job Skills & Qualifications
Bachelor's Degree
Strong communication / interpersonal skills
Attention to detail
Excellent organizational skills
Good prioritization / time management skills
Location: Melville, NY
Compensation: $70,000–$80,000