We are looking for someone who is upbeat and fun to work with — someone who values organization and prefers things to be tidy at the end of the day. Preferably, an individual with a past history of working for finance and/or insurance firms who wants to put their education and experience to work and join an already thriving, all-star team. This position comes with the potential for future career development as well as interesting and satisfying professional challenges and benefits. We want someone who will build a structured routine and process to help increase organizational efficiency and wellness.
This Office Manager 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
