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.