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Technical Support Specialist
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Recovery Support Specialist
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Peer Support Specialist
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Application Support Specialist
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Application Support Specialist
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Technical Support Specialist
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Application Support Specialist
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Complete Staffing Solutions Hartford, United StatesIn this challenging position, the Application Support Specialist will be part of a larger team that takes ownership of the implementation, support, security, documentation, disaster recovery and maintenance of all firm software applications. The successful candidate will be exper ...
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Executive IT Support Specialist
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Executive IT Support Specialist
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Client Support Specialist- Contractor
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Client Support Specialist- Contractor
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residential support specialist
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RESIDENTIAL SUPPORT SPECIALIST
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Alera Group Wethersfield, United States· Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's f ...
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Alera Group, Inc. Wethersfield, United StatesOverview: · Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create ...
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Account Support Specialist I
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Community Schools Integrated Support Specialist
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Hartford Public Schools Hartford, United States Full timePOSITION SUMMARY: · The Community Schools Integrated Support Specialist leads the planning and implementation of curriculum alignment between school day and extended day activities. Develop a multi-tiered system of support (MTSS) framework to address the needs of the whole child ...
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Application Support Specialist/Citrix
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Optima Global Solutions Hartford, United StatesOptima Global Solutions a valuable IT Services and Solution provider that customers, employees, and stakeholders feel proud to be associated with. Optima's Intelligent Automation Solutions leverage robotic process automation, intelligent data capture, and business process manage ...
Financial Planning and Advisor Support Specialist - Wethersfield, United States - Johnson Brunetti
1 month ago
Description
Financial Planning and Advisor Support Specialist
Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create clients financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise
This position requires that you possess the following skills:
High level of communication and follow-through skills
Strong organizational skills
Motivated and driven by reaching goals and growth
Financial Industry knowledge/experience preferred
Experience with MS Office and Salesforce preferred
? Ability to meet deadlines and attention to detail
? 4 Year college degree in business or finance
Responsibilities/Tasks:
Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
Prepare documents for upcoming review appointments with existing clients.
Manage Salesforce data & ensure records are kept.
Produce additional analysis reports for advisors as requested.
Maintain accurate filing records to satisfy federal regulator requirements.
Support the client service department with any additional tasks.
