Wealth Management Assistant/Analyst
Parsippany, NJ Parsippany, NJ Full-time Full-time $55,000 - $65,000 a year $55,000 - $65,000 a year
Summary:
The Recruiting department is looking to add to the team.
The Administrative Assistant will assist in a variety of tasks to help build and grow our business.
The recruiting division at Summit is looking to add Advisors and their teams to Summit's platform.
The Assistant will help by organizing recruiting lists, building pro forma docs for prospective advisors, calendar management, and provide exceptional follow up with candidates.
Must enjoy working within a small, entrepreneurial environment that is sales and results oriented.
The ideal individual will have the ability to work independently on projects and have the ability to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.
Role and
Responsibilities:
Client Service is a priority, previous experience working within an RIA/BD a must Act as the point of contact between the Recruiting Team and potential advisor hires Assist in Recruiting team in meeting review preparation Prepare agendas and supporting material for meetings Create and manage pipeline reports Ability to multitask and prioritize daily workload Create and maintain financial models, pro forma P&L's Administrative Support which includes scheduling and coordinating meetings, follow up items, calendar management Qualifications and Education Requirements:
Proficiency in Microsoft Office products including Outlook Highly proficient in Excel Some working knowledge of SalesForce Requires a minimum of 3-5 years' experience Bachelor's degree preferred, but not required (Finance or Marketing preferred) Strong written and verbal communication skills and excellent customer service skills Preferred Skills:
Previous Marketing or Business Development experience preferred Experience in the financial industry preferred Job Type:
Full-time Pay:
$55,000.
00 - $65,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Life insurance Paid time off Vision insurance Experience level:
3 years Schedule:
Monday to Friday Ability to commute/relocate:
Parsippany, NJ 07054:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Recruiting:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
The Recruiting department is looking to add to the team.
The Administrative Assistant will assist in a variety of tasks to help build and grow our business.
The recruiting division at Summit is looking to add Advisors and their teams to Summit's platform.
The Assistant will help by organizing recruiting lists, building pro forma docs for prospective advisors, calendar management, and provide exceptional follow up with candidates.
Must enjoy working within a small, entrepreneurial environment that is sales and results oriented.
The ideal individual will have the ability to work independently on projects and have the ability to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.
Role and
Responsibilities:
Client Service is a priority, previous experience working within an RIA/BD a must Act as the point of contact between the Recruiting Team and potential advisor hires Assist in Recruiting team in meeting review preparation Prepare agendas and supporting material for meetings Create and manage pipeline reports Ability to multitask and prioritize daily workload Create and maintain financial models, pro forma P&L's Administrative Support which includes scheduling and coordinating meetings, follow up items, calendar management Qualifications and Education Requirements:
Proficiency in Microsoft Office products including Outlook Highly proficient in Excel Some working knowledge of SalesForce Requires a minimum of 3-5 years' experience Bachelor's degree preferred, but not required (Finance or Marketing preferred) Strong written and verbal communication skills and excellent customer service skills Preferred Skills:
Previous Marketing or Business Development experience preferred Experience in the financial industry preferred Job Type:
Full-time Pay:
$55,000.
00 - $65,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Life insurance Paid time off Vision insurance Experience level:
3 years Schedule:
Monday to Friday Ability to commute/relocate:
Parsippany, NJ 07054:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Recruiting:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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