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Posted: Thursday, January 18, 2018 9:41 PM

Job Description:/h3:
Assistant : Investments / Financial Planning
Diversified financial services and consulting firm looking for a highly organized professional with investment/client services experience or knowledge through university course work to join a team:oriented environment supporting a financial advisor in the areas of financial planning and investments.

Primary Responsibilities:
Preliminarily analyze incoming financial documents and accounts
Assist with client meeting preparation and follow:up with client on related documentation and action items
Provide effective and efficient oral and written communication with clients and advisors
Organize and input data into financial planning and retirement software for advisors review, interpretation and projections
Ad hoc reporting

Desired Qualifications:
financial/investment industry, related experience or
Finance/Marketing/Business Degree
Customer service:focused with the ability to anticipate customer needs and those of our advisors and clients
Critical thinker and self:starter with the ability to work effectively as a member of a team, but also independently to execute a plan/idea through completion and meet deadlines with little or no supervision
Strong written and verbal communication skills and the ability to effectively interact with high level executives
Skilled in all Microsoft Office applications
Licensing preferred, but not required
Professional appearance and demeanor

For consideration, please send current resume with cover letter and salary requirements to EOE


• Location: Toledo

• Post ID: 57416002 toledo is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018