Responsibilities include:

• Performing administrative tasks, including data entry, scanning, electronic filing, mailings, etc.

• Proofreading forms and documents

• Greeting and interacting with clients in the office and by telephone

• Assisting with firm compliance procedures

• Interacting and coordinating with other team members in a supportive role

• Assisting with quarterly client reporting

• Preparing conference rooms before and after client meetings

Qualifications:

• Friendly, professional, and welcoming personality

• Excellent organizational skills and great attention to detail

• Back-office operations or office support experience

• Ability to identify various planning documents, including account statements, tax returns, estate documents, life insurance policies, and annuity contracts

• Use various operations software, including DocuSign, Outlook, Office 365 (Excel, Word, etc.) and firm-specific programs. Familiarity with rebalancing software would also be a plus. 

This is a full-time, in-office position. Salary is commensurate with experience.

Elser Financial Planning is an Equal Opportunity Employer. Elser Financial Planning does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Please forward your resume and contact information to:  [email protected]