Growth position in a congenial office.
We’re growing! Integrated Wealth Solutions helps families with their financial, retirement and estate planning goals and we need help with our expansion. Ideal candidate is looking for an opportunity to learn and grow personally and professionally. A great opportunity for anyone interested in the fields of estate, retirement, and tax planning.
Experience required. We use Redtail, experience with Redtail would be a bonus. The position entails the administrative side of financial practices, including applications for annuities and insurance products, opening accounts at Schwab and Fidelity, client contact, intake, etc. We will do SOME training, but applicant needs good experience in the above.
Monday - Friday full time (9-5) in our office.
Applicants must:
Have a strong sense of care and compassion for others
Have excellent follow-through skills and be able to work independently and meet deadlines
Possess a commitment to quality and work ethic
· Be able to work independently, multitask, and prioritize
Be professional in actions, speech and dress
Be dedicated to firm and team success
Be very detail-oriented, organized and dependable
EXCELLENT DETAIL WORK – ACCURACY FAR MORE IMPORTANT THAN SPEED
Be great with people – client interaction including phone calls and meetings
Be a team player
Have exceptional phone skills
LIVE IN A NEARBY AREA
All resumes accepted in strict confidence. Excellent opportunity for growth and development. College graduate preferred but not critical. Preference given for someone residing in the Manalapan, Marlboro, or nearby area. Position is full time only, 9 am to 5 pm, in the office. References required. Please reply with your resume and wage requirements and cover letter which should say, “I’m the Rockstar Financial Admin you’re looking for.” No telephone calls, please. Thank you.
About Integrated Wealth Solutions:
We help families with some of their toughest issues regarding their loved ones and their retirement.
Please no recruiters.
