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We are a well established business (32 years) that works with high net worth individuals providing financial planning services to help customers achieve their lifetime goals.
This is a full-time long term position that provides stability and growth in a friendly working environment. This person will be an administrative support and project coordinator for clients and other team members. We are looking for a talented, detail oriented, and follow through expert. You should also have a consistent job history and professional references.
Please submit your resume if you possess the following skills:
1. Must be computer proficient with strong knowledge of Microsoft Office Suite
2. Excellent people and relationship management skills
3. Must be able to learn and follow work processes and procedures
4. Must be well organized and detailed oriented to handle tasks simultaneously
5. Must have the ability to effectively prioritize workload and meet deadlines
6. Must maintain confidentiality of sensitive information
7. Must have strong communication skills, both verbal and written
8. Must be able to work in a busy office environment with the ability to multitask
9. Must have a minimum of 5 professional references (Previous supervisors & co-workers)
Bookkeeping knowledge and experience is a plus
Loan Processing experience is a plus
This position offers hourly compensation and an excellent benefit package including life insurance, short term and long term disability, 401(k) and profit sharing, medical, dental and vision coverage.
