Vacancy expired!
Now accepting applications for a reputable financial planning firm in Fresno (Palm/Alluvial). Well established business. Three partners have been in the industry for over 15 years each.
Position will assist existing advisors in all aspects of their business. Strong communication and personal skills will be important. Professional attire required. Competitive wages based on qualifications. Opportunity to grow within company.
Some of the job duties will include:
Assist with firm level branding, marketing initiatives, and events
Operational tasks and processing client requests
Assist in meeting prep, running reports, meeting follow-up
Client communications
Knowledge of MS Office Applications - Outlook, Excel, Word, PowerPoint, etc.
