Financial Assistant
at Optomi
in
Wharton,
New Jersey
Posted in Other about 5 hours ago.
Type: full-time
Job Description:
This role is located in Jefferson, NJ and is required to be onsite/hybrid with possibility for a remote schedule.
- Direct support for a financial advisory business
- Direct communication with clients
- Coordinate client events
- Office administration
- Advocating for client success
- Driving revenue for financial advisory business
- Working directly with team members and advisors towards common goals
Required qualifications
- Ability to support a financial advisor with a large book of business
- Successful business acumen
- Proficiency and usage of technology and software
- Confident communication skillset with all levels of management
- Ability to work and manage several projects, workflows or problem resolutions simultaneously
- Ability to work in a fast-paced environment
Preferred Qualifications
- Bachelors degree preferred
- Financial industry experience a plus