Finance Assistant

About This Role

Supporting client meeting preparation, account paperwork, and day-to-day office operations is the core of this in-person role. This position is important for keeping the office prepared, professional, and efficient when working with clients and financial institutions.

Responsibilities

• Prepare files for client meetings by researching and gathering current account values for all client accounts held with the office
• Create and update client profiles in the internal system
• Create client profiles for client accounts when needed
• Prepare new client meeting folders and ensure all necessary documents, forms, and account information are organized before meetings
• Remind clients about upcoming meetings when necessary, preferably 24 hours before the scheduled appointment
• Assist with completing applications in the system
• Communicate with clients, potential clients, and financial institutions by phone or email to gather information, confirm details, and follow up on pending items

Requirements

• Proficient in English
• Comfortable communicating over the phone with clients, potential clients, and financial institutions
• Proficient in Microsoft Word
• Proficient in Microsoft Excel
• Comfortable working with PDF documents
• Comfortable using the Windows operating system
• Able to organize and manage digital client files
• Punctual, reliable, and professional
• High attention to detail
• Checklist-oriented and able to follow step-by-step processes accurately
• Ability to manage multiple tasks while staying organized and accurate
• Ability to drive
• Associate degree (Preferred)
• 1 year of Windows experience (Required)
• Spanish language (Preferred)
• Life & Health Insurance License (Preferred)

Nice to have:

• Strong communication skills
• Professional phone etiquette
• Ability to handle confidential client information responsibly
• Willingness to learn financial services processes and office systems
• Ability to work independently after proper training
• Dependable transportation and ability to drive to the office

Important Details

• Schedule: No more than 16.0 hours per week
• Employment type: part-time, with potential to expand to full-time based on performance, reliability, and business needs

Application Process

• Enclose a cover letter explaining why you are a good fit for this position