- 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
- 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.
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Account Support Specialist
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Ultimate Staffing Connecticut, United StatesUltimate Staffing is seeking a Customer Account Specialist for a reputable forward-thinking industrial automation organization. This role is Direct Hire, hybrid after 30 days, and has competitive benefits and outstanding PTO time. · Connect with us at or . · What's in it for yo ...
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Technical Support Specialist
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Voya Financial Hartford, United States Full timeProfile Summary: · The Technical Support Specialist is responsible for prioritizing incoming queries from internal and external customers via phone calls, email, support multiple call queues, and MS Teams. This position is accountable for Total Contact Ownership (TCO) from initia ...
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Recovery Support Specialist
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State of Connecticut Middletown, United StatesIntroduction · Do you have a passion for supporting others? If so, join us and be part of our team making a difference in our community THE POSITION The , Department of Mental Health and Addiction Services () is now hiring a to join our team. HIGHLIGHTS FACILITY: CT Valley Hos ...
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Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesFinancial 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 worki ...
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Peer Support Specialist
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Aware Recovery Care Hartford, United StatesJob Description · Job DescriptionWhy You'll Love This Peer Support Specialist Job · Do you have passion for meeting people where they are and supporting them on their road to recovery? Do you have a passion for coming alongside and supporting people? Want to use your personal ex ...
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Application Support Specialist
1 week ago
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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Application Support Specialist
1 week ago
Gotham Technology Group Hartford, United StatesA banking client is looking to add a Application Support Specialist to their growing technical support team supporting their core banking applications. · 3 days/on-site in Connecticut, 2 days remote. · Summary of Position: · The Application Support Specialist is responsible fo ...
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Application Support Specialist
1 week ago
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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Technical Support Specialist
3 weeks ago
Voya Financial Hartford, United StatesTogether we fight for everyone's opportunity for a better financial future. · We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not go ...
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Executive IT Support Specialist
1 week ago
The Hartford Hartford, United StatesSr Analyst Client Tech - IC07CE · We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our ...
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Executive IT Support Specialist
1 week ago
The Hartford Hartford, United StatesSr Analyst Client Tech - IC07CE · We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our t ...
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Client Support Specialist- Contractor
3 weeks ago
Finalsite Glastonbury, United States FreelanceJob Description Job Description Finalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world. The companys people, products and services transform how schools connect and e ...
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Client Support Specialist- Contractor
4 days ago
Finalsite Glastonbury, United States FreelanceJob Description · Job DescriptionFinalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world. The company's people, products and services transform how schools connect and ...
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residential support specialist
1 day ago
InterCommunity Hartford, United States Full timeVOTED by our Staff TOP WORKPLACE for 13 YEARS - Hartford Courant, 2023. · InterCommunity, Inc is a FQHC LA (Federally Qualified Health Center Look Alike). Our health center provides same-day primary care services to every member of the community, regardless of life situation or ...
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RESIDENTIAL SUPPORT SPECIALIST
1 week ago
InterCommunity Hartford, United StatesSummary: · A responsible individual who provides supervision of the residents in the program during assigned hours. In addition, under the direct supervision of the Program Manager or designee, he/ she coordinates and facilitates social programs and groups for residents. · Essent ...
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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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Account Support Specialist I
6 days ago
HESCO Rocky Hill, United StatesJob Type · Full-time · Description · The Account Support Specialist contributes to the day-to-day sales activities by assisting customers, corresponding with vendors, and collaborating with the Sales and Specialist team members. · Requirements · Essential Duties and Responsib ...
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Community Schools Integrated Support Specialist
2 weeks ago
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
1 week ago
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 ...
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Account Support Specialist I
3 weeks ago
Hesconet Rocky Hill, United StatesHESCO is an equal opportunity employer in all of our employment practices, including hiring, we are firmly committed to provide equal employment opportunity to all individuals, regardless of race, color, religion, sex, national origin, disability, age, genetic information, protec ...
Financial Planning and Advisor Support Specialist - Wethersfield, United States - Alera Group, Inc.
Description
Overview:
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
Responsibilities:We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-AM1