Job Start Date:10/18/2021Type of Position:Full-Time
Number of Openings:1
Job Location & Contact:
710 East Main St.
Job Description:Are you detail-oriented person who likes a dynamic work environment and is great at multitasking? Do you have experience in financial services? Are you an independent, task-driven professional who would like a family office type environment?
We’re hiring for a full-time salaried position and we would love to talk to you!
Interacts with existing clients and prospects on the phone and in person, including the handling of day-to-day tasks.
Balances company check books, client billing, accounts payable and accounts receivable on a monthly basis.
Processes and follows up on initial client account openings and ongoing maintenance of accounts.
Prepares letters, spreadsheets, and forms to assist with prospecting new clients and servicing existing clients.
Creates and maintains physical and online client files.
Ensures required client paperwork is current with firm and compliance requirements.
Maintains Excel databases and creates reports using third-party software programs.
Performs various duties and other responsibilities as assigned.
A more detailed Job Description is available upon request or will be provided when interviewed.
Start Date: Fall/Winter 2021
Expected Office Hours - 40 Hour Workweek
8:30 AM - 4:30 PM
Paid Time Off (PTO): 15 days + Stock Market holidays + Half days (until noon) Every Other Friday after Memorial Day through Labor Day (summer hours)
Employee Benefits: $40,000-60,000 salary
Profit Sharing Retirement Plan: 3% of eligible wages annually
Anthem BCBS Health & Dental Insurance
Potential Referral Bonus
How to Apply:Contact us at 859-785-2660 or email@example.com to apply!
Application Deadline:Jan 01, 1900