Operations and Administrative Specialist in Financial Advisory Firm

www.CapitalGaynes.com

Gaynes Financial Services is looking to add an experienced operations and administrative specialist to our fast-growing practice. The ideal candidate should have extensive administrative experience with a solid knowledge of the financial planning and wealth management industry, preferably securities and insurance licensed. This position provides the opportunity for the right candidate to interact with clients, the Director of Operations, the Financial Planning Team, and the financial advisors while working to grow the practice. Suitable candidates must have excellent communication, technology, computer, and organizational skills, as well as the confidence and experience to prioritize and make sound decisions. Gaynes Financial Services is a purpose-driven independent financial planning and wealth management firm. We work with individuals and closely-held-business owners to help coordinate all aspects of a client’s financial life. We are founding members of Integrated Financial Group, a consortium of independent financial professionals. www.integrated-financial-group.com

This position requires an in-office presence.
Candidates should have excellent customer service skills.
5-10 years’ financial experience is preferred
Licensed in securities and insurance in the state of GA a plus
Proficient with CRMs and Microsoft suite of software
Excellent computer skills
Highly organized
Great people skills
Willing to become a notary

GAYNES FINANCIAL SERVICES, INC.

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Operations and Administrative Specialist