- 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
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Support Specialist
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Laboratory Support Specialist
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Mentor Technical Group Boston, United StatesMentor Technical Group (MTG) provides a comprehensive portfolio of technical support and solutions for the FDA-regulated industry. As a world leader in life science engineering and technical solutions, MTG has the knowledge and experience to ensure compliance with pharmaceutical, ...
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Client Support Specialist
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Veson Nautical Boston, United States**Qualifications** · - 0-3 years software support or maritime industry experience · - Proven ability to proactively address customer concerns and exceed expectations · - Demonstrated planning and organizing skills · - Analytical thinking and attention to details · - Passion for r ...
Financial Planning and Advisor Support Specialist - Needham Heights, United States - Johnson Brunetti
Description
Financial Planning and Advisor Support SpecialistAre 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 financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Needham, MA
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:
Responsibilities/Tasks:
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Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
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Prepare documents for upcoming review appointments with existing clients.
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Manage Salesforce data & ensure records are kept.
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Produce additional analysis reports for advisors as requested.
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Maintain accurate filing records to satisfy federal regulator requirements.
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Support the client service department with any additional tasks.
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