Do you have experience "managing up"? Do you have financial planning licenses? If so, keep reading!
We are looking for someone hard-working and detail-oriented that love systems, processes, and procedures. Someone that enjoys a fast-paced work environment with lots to do! The ideal candicate loves serving people and going above and beyond to support the team and clients.
We need you to be motivated, detailed, and organized. A strategic thinker that will assist the business with all aspects of the financial planning process, as well as other items that go into running a small business. A strong sense of urgency is important. It is imperitive that you work well with minimal supervision and be goal oriented; with the main focus being to get the job done and help the team succeed.
This role would be perfect for someone that can take something and run with it. It's a great opportunity for an individual who loves staying busy, getting the job done, and wearing lots of different hats throughout the day on a small, close knit team.