Are you a detail-oriented individual with a passion for finance? Join our team as a Financial Assistant and play a pivotal role in ensuring an exceptional client experience. The perfect candidate will be instrumental in guaranteeing an exceptional client experience, handling financial transactions, maintaining records, and serving as the primary resource for our valued clients. Compensation: • $45,000 - $60,000 depending on experience • Retirement Plan • Health Care Reimbursement • Paid Time Off Responsibilities: • Act as the main contact for client inquiries, delivering timely and accurate responses • Create and manage client profiles • Maintain accurate and confidential client records • Keep all client documents, agreements, and forms up-to-date and compliant • Coordinate client meetings and appointments for advisors • Manage calendars for optimal scheduling and conflict resolution • Draft and send routine client communications • Respond promptly to client emails and calls, addressing inquiries and concerns • Use Excel/Google Sheets for data analysis and reporting • Generate reports for internal and client review • Collaborate with financial advisors for client reviews and financial planning • Stay informed about industry regulations for compliant client transactions • Assist in preparing documentation for audits • Stay updated on industry trends, financial products, and best practices • Implement and analyze client satisfaction surveys • Gather feedback and identify areas for improvement in the client service process Qualifications: • Bachelor's degree in Finance, Business Administration, or related field • Series 6/7, 63/65 or 66 preferred • Proven experience in client service or administrative roles within the financial industry • Familiarity with financial planning concepts and terminology. Experience in Life, Medical, and Health insurance is a plus • Proficiency in Microsoft Excel and Google Sheets for data analysis and reporting • Tech-savvy with the ability to adapt quickly to new technologies and software • Strong interpersonal and communication skills, both written and verbal • Excellent client-facing skills with a personable and empathetic demeanor • Detail-oriented with a high level of accuracy in managing client records and documentation • Ability to handle high-volume tasks efficiently and prioritize workload effectively • Demonstrated ability to work collaboratively in a team environment • Effective collaboration with financial advisors and other team members • Punctual and reliable, consistently adhering to a proactive and efficient work schedule • Understanding of financial regulations and compliance requirements • Experience ensuring transactions comply with industry regulations • Ability to adapt to a hybrid work model • Commitment to staying informed about industry trends, financial products, and best practices • Willingness to participate in training sessions and workshops for ongoing professional development • Empathetic personality • High level of integrity and commitment to core values • Positive attitude and a willingness to make a meaningful impact Compensation: $45,000 - $60,000

• Act as the main contact for client inquiries, delivering timely and accurate responses • Create and manage client profiles • Maintain accurate and confidential client records • Keep all client documents, agreements, and forms up-to-date and compliant • Coordinate client meetings and appointments for advisors • Manage calendars for optimal scheduling and conflict resolution • Draft and send routine client communications • Respond promptly to client emails and calls, addressing inquiries and concerns • Use Excel/Google Sheets for data analysis and reporting • Generate reports for internal and client review • Collaborate with financial advisors for client reviews and financial planning • Stay informed about industry regulations for compliant client transactions • Assist in preparing documentation for audits • Stay updated on industry trends, financial products, and best practices • Implement and analyze client satisfaction surveys • Gather feedback and identify areas for improvement in the client service process