Administrative Assistant - Financial

Job Description

Job Description

We’re growing! Integrated Wealth Solutions helps families with their financial, retirement and legacy goals and we need help with our expansion. Ideal candidate is looking for an opportunity to learn and grow personally and professionally. A great opportunity for anyone interested in the fields of financial, estate, retirement, and tax planning. Experience required. We use Redtail, experience with Redtail would be a bonus. The position entails the administrative side of financial practices, including applications for annuities and insurance products, opening accounts at Schwab and Fidelity, client contact, intake, etc. We will do SOME training, but applicant needs good experience in the above.

Monday - Friday full time (9-5) in our office. There will also be several nights per month out of the office at seminars.

Applicants must:

• Have a strong sense of care and compassion for others
• Have excellent follow-through skills and be able to work independently and meet deadlines
• Possess a commitment to quality and work ethic
• Be able to work independently, multitask, and prioritize
• Be professional in actions, speech and dress
• Be dedicated to firm and team success
• Be very detail-oriented, organized and dependable
• EXCELLENT DETAIL WORK – ACCURACY FAR MORE IMPORTANT THAN SPEED
• Be great with people – client interaction including phone calls and meetings
• Be a team player
• Have exceptional phone skills
• LIVE IN A NEARBY AREA

All resumes accepted in strict confidence. Excellent opportunity for growth and development. College graduate preferred but not critical. Preference given for someone residing in the Manalapan, Marlboro, or nearby area. Position is full time only, 9 am to 5 pm, in the office, with several (sometimes none, sometimes up to 4) nights out of the office at seminars. References required. Please reply with your resume and wage requirements and cover letter which should say, “I’m the Rockstar Financial Admin you’re looking for.” No telephone calls, please. Thank you.

We help families with some of their toughest issues regarding their loved ones and their retirement.

Company Description

We help families with some of their toughest issues regarding their loved ones and their retirement.