Our client is a well-established, boutique financial planning firm that provides insurance and investment solutions for its clients. They offer competitive compensation, full benefits, generous personal time allowances, incredible professional growth opportunities, and a mission statement to be proud of.
They are growing and in need of a part-time Analyst in their San Rafael office.
Responsibilities
- Works closely with the Chief Operations Officer (COO) to assess firm analytics as well as provide recommendations as needed.
- Assist the COO by providing reports and other data analytics.
- Data mining to provide visibility into the Company's client base, helping identify areas of opportunity to improve efficiencies and revenue growth.
- Master each of the Company's technology platforms including, but not limited to: Gateway (IFG), Orion, TD Ameritrade, Redtail (CRM).
- Work on research projects using Morningstar, Yahoo Finance, etc.
- Perform initial prospect analysis based on FPQ and client statements.
- Makes recommendations on new technology systems and tools to support the Company's growth and revenue goals.
- Maintain excel spreadsheets as needed for compliance with the Company's WSP's.
- Work with the Chief Compliance Officer to strengthen the Company's compliance and audit program.
- Prepare Kwanti report, portfolio grid, portfolio pie chart, and narrative summary of case specifics
- Maintain notes, status, and communication log in Redtail (CRM)
Qualifications
- 2-5 years of experience as an Analyst
- Comfortable with large data sets
- Comfortable making recommendations based on findings
- Bachelors degree
- Track record of success in past roles
- A high degree of initiative and very detail-oriented
Compensation
- $50-65+ per hour. 20-25 hours per week