The client is seeking an Operations Associate for their advisory firm. They provide a holistic and Integrated Wealth Management approach to their clients personal wellness, health, career, and family. They are a 100% virtual practice.
Responsibilities
Key Activities & Duties:
- Handle Client Servicing requests
- Process New Business
- Assist in the production of Financial Plans through the use of financial planning software
(eMoney and Holistiplan)
- Analytical spreadsheet work
- Generate reports for client meetings
- Maintain Client database
- Create content, design, and manage email marketing campaigns
- Manage large-scale projects, as needed
- Learning financial planning vocabulary and concepts
Qualifications
Role would require working a portion of time on West Coast U.S. based business hours.
Must have a background in Financial Planning and Analysis
Job Specific Skills & Traits
- Excellent communication skills, both spoken and written.
- Self-motivated, proactive, and able to work independently is essential for a remote working environment.
- Unmatched attention to detail, with strong organization and time management skills while maintaining a creative and out- of-the-box mentality.
- Tech and internet-savvy with knowledge of various software and general computer skills.
- Open-minded, and displays the highest character & integrity.
- Displays eagerness and proactive attitude to learn and gain competency in work.
