Financial Planning Practice Team Member (Latham, NY)

Full time assistant/coordinator for a well established and growing financial planning practice.

If you are looking for an opportunity where:

Your effort and results are appreciated and rewarded

You can grow in skills and have a path for success

You can help others

You enjoy your work

then we should talk!

Responsibilities include, but are not limited to:

- Maintain practice organization

- Service clients

- Schedule client appointments

- Coordinate marketing

- Maintain client communications

Requirements:

- Can do attitude!

- Enjoy a fast paced environment

- Must have solid written and verbal communication skills

- Ability to handle multiple tasks and prioritize work

- Strong organizational skills and attention to detail

- Problem solving skills

- Good Telephone skills

- Ability to work in a team environment

- Good knowledge of Microsoft Word, Excel, and Outlook.

College degree not required, professional experience preferred. Current Insurance & Investment licensing are a plus.