Company name: Money Manager, Inc. (Financial Firm; Advisory/ Brokerage)
Wellington, FL
- $40,000 to $60,000 a year (dependent on experience)
- Bonus potential
- Medical, Dental, Vision optional
Job Description
Administrative Support / Operations / Compliance
Growth Opportunity in Wellington, FL.
A top-producing Wealth Manager seeks a ‘Team-Oriented' individual to assist the Principal Owner and Managing Partner in their daily activities. You will provide administrative and organizational support with operations and/or compliance to allow the partner to focus on business initiatives. This in-person position initially requires daily on-site administrative support and corporate access, primarily from a home office site, with the potential for a hybrid structure. The ideal candidate should have finance experience and a passion for winning and helping grow a successful business. Come grow with our team.
Responsibilities
- Organize and maintain confidential files, documents, and records.
- Draft, edit, and proofread business communications, reports, and presentations.
- Take the initiative to optimize processes to improve efficiency.
- Prepare and maintain budgeting and expense reports.
- Assist with various ad hoc projects as needed.
Qualifications
- 3+ years of administrative and support experience in the Financial Services preferred (Wealth Management, Brokerage, or Advisory Services)
- Proactive, with the ability to work in a fast-paced environment.
- Bachelor's or associate degree preferred.
- Strong written, verbal, and interpersonal skills.
- Excellent time-management, organizational, problem-solving, and prioritization skills; Detailed oriented a MUST.
- Strong knowledge of Excell & Microsoft Office products.
- Positive, collaborative, and team-oriented.
- Experience working with performance reporting software, CRM databases, document management software, and QuickBooks is a plus.