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Equities Assistant, Financial Assistant
| Details |
Country: USA
Location: New Jersey-Northern Parsippany, NJ 07054
Total applied: 13
Salary/Wage:55,000.00 - 55,000.00 USD /yearBonus, Excellent Medical Benefits and Holiday Vacation Package
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:2+ to 5 Years
Education Level:High School or equivalent
Location:Parsippany, NJ 07054
Status:Full Time, Employee
Occupations:Financial Planning/Advising;Investment Management;Financial Products Sales/Brokerage
Career Level:Experienced (Non-Manager)
Relevant Work Experience:2+ to 5 Years
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Equities Assistant, Financial Assistant
OPPORTUNITY:
This is an excellent opportunity to work with a top financial planning firm. Great medical benefits and holiday vacation package with advancement opportunities
GENERAL:
In this position you will be working with a top financial planner, clients, client’s benefits department and executive compensation department to collect and organize investment and retirement data. You will work with the in-house para-planning department to compile this data into a formal financial plan. In addition you may be required at times to create balance sheets and asset allocations to be included in the plan.
REQUIREMENTS:Must have experience with Excel, Morningstar, and or fund/manager websites and databases you will be compiling a global asset allocation developed by the CFP for high net worth clients.Investment experienceKnowledge of hedge funds preferredDetail oriented, excellent communication skillsMS Word, Excel and Outlook proficient
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