Responsibilities include, but are not limited to, the research, marketing and service of products that meet the needs of clients for a financial services practice that upholds the company’s vision and values. Facilitate internal and external communication between clients and the team. Excellent written and oral communication skills. Heavy correspondence including letters, emails and memos. Perform case management duties – creating models, reports and documents using many different financial… Show more Responsibilities include, but are not limited to, the research, marketing and service of products that meet the needs of clients for a financial services practice that upholds the company’s vision and values. Facilitate internal and external communication between clients and the team. Excellent written and oral communication skills. Heavy correspondence including letters, emails and memos. Perform case management duties – creating models, reports and documents using many different financial applications. Review historical data, current market trends, industry knowledge and other factors that could affect investments in order to develop financial reports for analysis and provide to clients the reports and recommendations on which investments to pursue. Manage content-sensitive internal documents and files. Organize extensive and detailed electronic databases in PaperClip and Salesforce.com. Extremely proficient in Microsoft Office. Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives and/or needs. To stay abreast of the constant changes in the financial world and how it affects our clients and their retirement for the short and long term in order to implement any necessary alterations and the ability to continue along their elected investment objective.Strong ability to work under pressure and to work efficiently and multi task. Work in sync with a multitude of outside companies/vendors on a daily basis. Maintain all books, records and accounts, including licensing, required for the client as well as FINRA. Actively participate in on-going training as provided by the Company. Ethical, Responsible, Proactive, Dependable and Hard Working. Show less

Responsibilities include, but are not limited to, the marketing and service of products that meet the needs of clients for a financial services practice that upholds the company’s vision and values. Facilitate internal and external communication between clients and the team. Excellent written and oral communication skills. Heavy correspondence including letters, emails and memos. Perform case management duties – reports, documents and applications. Review historical data, current market trends,… Show more Responsibilities include, but are not limited to, the marketing and service of products that meet the needs of clients for a financial services practice that upholds the company’s vision and values. Facilitate internal and external communication between clients and the team. Excellent written and oral communication skills. Heavy correspondence including letters, emails and memos. Perform case management duties – reports, documents and applications. Review historical data, current market trends, industry knowledge and other factors that could affect investments in order to develop financial reports for analysis and provide to clients the reports and recommendations on which investments to pursue. Manage content-sensitive internal documents and files. Organize extensive and detailed electronic databases in PaperClip and Salesforce.com. Extremely proficient in Microsoft Office. Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives and/or needs. To stay abreast of the constant changes in the financial world and how it affects our clients and their retirement for the short and long term in order to implement any necessary alterations and the ability to continue along their elected investment objective.Strong ability to work under pressure and to work efficiently and multi task. Work in sync with a multitude of outside companies/vendors on a daily basis. Maintain all books, records and accounts, including licensing, required for the client as well as FINRA. Actively participate in on-going training as provided by the Company. Ethical, Responsible, Proactive, Dependable and Hard Working. Show less