Financial Support Associate II

We are seeking a Financial Planning Support Associate II to handle client inquiries and correspondence, prepare client review materials and reports, and assist in administrative duties for assigned Financial Planning Consultants.

Requirements

• High school diploma or equivalent required.
• Associate degree (A.A.), two-year technical, or bachelor’s degree preferred.
• 2-5 years of related Financial Services Industry or administrative services/training experience is preferred.
• Experience with CRM applications such as Salesforce is preferred.
• Experience with Microsoft program suite, including Word, Excel, and PowerPoint.

Benefits

• Inclusive health, dental, vision and life insurance plans
• Easy access to mental health benefits
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) Savings plan with a generous company contribution
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more