Operations / Planning Assistant

A large, well established and rapidly growing, Clearwater based, independent financial planning firm has an outstanding opportunity for an experienced, energetic Operations / Planning Assistant to join our client support team.


This is a key position working with our team supporting several tenured certified financial planners with a very large, existing client base. Some of the responsibilities are creating financial plans, preparing for client reviews, operations support, review trades, running reports, and handling client service calls. This individual must be able to thrive in a fast-paced, challenging and exciting environment.

No cold calling, no sales. Must have knowledge of financial products, services, compliance, and processes. Preferably experienced in similar type role in a retail brokerage or bank brokerage branch operations or compliance. Should possess an enthusiastic, professional phone manner, excellent interpersonal skills, and the desire to work in a professional environment.


Very competitive salary and benefits. Bonus potential depending on skills and experience. Minimum of three years experience. Please e-mail your resume or fax to 727-437-6650.
REQUIREMENTS
Candidates must have:


Excellent communication skills and strong interpersonal skills
Ability to handle multiple tasks and work efficiently
Able to show attention to detail and strong organizational skills
Professional demeanor
Series 7 license a plus
Proficient with all Microsoft Office applicationsThe best candidate for this position is a self-motivated and ambitious individual that can prioritize workload and multi-task throughout the day.


CAREERBUILDER KEYWORDS
FINANCIAL SERVICES, INVESTMENT ADVISOR, CUSTOMER SERVICE, FINANCIAL PLANNING, COMPLIANCE, SERVICE ASSISTANT, GENERAL OFFICE, BUSINESS DEVELOPMENT, OPERATIONS MANAGER, SALES ASSISTANT, WORD, EXCEL, OFFICE SUPPORT, PLANNER, POWERPOINT, OTHER