Job Description
Accounting / Finance - Part-time
Financial Assistant
(16 Hours per Week; Flexible Hours & Days)
Job Description
● Permanent Part-Time (16 hours per week; flexible hours and days)
● Hourly pay based on experience
● Small office environment. No remote work available
● Required Experience: 2 years experience working in an office environment
Custom Financial Services is seeking a highly-organized and detail-oriented permanent part-time assistant to a financial advisor. Individual will perform a variety of administrative tasks to support the advisor, and will assist in daily office responsibilities and business operations.
Financial Assistant Requirements and Qualifications:
◆ Associate’s or Bachelor’s Degree in accounting, finance, or business preferred
◆ Proficient in math
◆ Demonstrate excellent interpersonal, written, and verbal communication
◆ Expertise using Microsoft Excel and Word, as well as other software
◆ Experience using eMoney and Redtail CRM is a plus
◆ Professional and excellent customer service skills
◆ Strong organizational skills
◆ Efficient and effective time-management
◆ Works well both independently and as a team
◆ Ability to multi-task and to prioritize daily work
◆ Adaptable as situations or business demands change
◆ Closely follow office processes and policies related to office operations and client privacy
◆ Adhere to complex and changing Regulatory and Compliance requirements
Essential Functions and Responsibilities:
◆ Client account reviews with advisor
◆ Create new accounts and transfer assets
◆ Initiate and track client paperwork effectively
◆ Implement Advisor-directed tasks for portfolios
◆ Prepare enrollment materials
◆ Maintain client records
◆ Follow up on pending business with companies and clients
◆ Process applications and other industry-specific administrative tasks
◆ Provide pre- and post-meeting support for the financial advisor
◆ Problems-solving and issue resolution skills
Please deliver or send resume to:
Mark Kuiper, ChFC, CLU
Custom Financial Services
1600 E Beltline Ave NE, Suite 216
Grand Rapids, MI 49525
616-949-8719
Mark.Kuiper@LFG.com