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Financial Administrative Assistant

Orlando, FL 32801

Posted: 03/20/19 Employment Type: Direct Hire Industry: Administrative Job Number: 15615

%3? Cb>Entry-level financial advisory opportunity with a large and? growing company!

This pers? on will assist the current team and growing into a financial? advisor. Great opportunity for recent graduates with finance%?20degree or those with financial experience ready to make a ? change. Great company and benefits!

Responsibilities: 

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  • Act as the support contact for all 401(k) clients%2? 6nbsp;
  • Complete and deliver all of our ? annual & quarterly due diligence reports for all qualifi? ed plan clients
  • Provide quarterly participant? education with market updates
  • Attend clien? t meetings, take minutes and complete post meeting follow up? items
  • Coordinate plan level fund changes%2? C oversee plan transitions, and new client implementation

Qualifications: 

  • Required:  Bache? lor’s Degree
  • Well organized and has? the ability to prioritize and handle multiple tasks efficient? ly
  • Ability to accurately and efficiently in? put all client data into multiple software platforms and sprea? dsheets
  • Strong interpersonal and communication%?20skills
  • Team player that contributes to th? e firm’s overall success
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Compensation starting around $40,000 ? with great benefits! 

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