Office Manager/Bookkeeeper/Financial Planner Assistant
Located in Syosset, NY Located in Syosset, NY Syosset, NY Syosset, NY Part-time Full-time Part-time Full-time $22 - $25 an hour $22 - $25 an hour 12 hours ago 12 hours ago 12 hours ago About us Grab, Bremer & Associates, Inc.
is a small business in ACCOUNTING_CONSULTING.
We are professional, agile and professional.
Our work environment includes:
Modern office setting Food provided Food provided Work-from-home days Overview:
We are seeking a highly organized and detail-oriented Financial Planner to join our team.
As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients.
This is a great opportunity for someone with strong analytical skills and a passion for helping others achieve their financial goals.
Responsibilities:
- Conduct thorough financial assessments and analysis for clients - Develop personalized financial plans based on clients' goals and risk tolerance - Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning - Monitor and review clients' portfolios to ensure they align with their financial objectives - Stay up-to-date with industry trends, regulations, and best practices in financial planning - Build and maintain strong relationships with clients through regular communication and meetings - Collaborate with other professionals such as attorneys and accountants to provide holistic financial advice Skills:
- Strong analytical skills with the ability to interpret complex financial data - Excellent communication and interpersonal skills to effectively interact with clients - Proficiency in financial planning software and tools - Knowledge of investment products, tax laws, and retirement planning strategies - Detail-oriented with strong organizational skills to manage multiple client portfolios - Ability to work independently and make sound decisions based on client needs - Experience in event planning, calendar management, phone systems, medical office management, administrative tasks, office management, training development, human resources, or front desk operations is a plus We offer competitive compensation packages including salary and benefits.
Join our team of dedicated professionals and make a positive impact on the financial well-being of our clients.
Note:
All positions must be paid including internship positions.
Job Types:
Full-time, Part-time Pay:
$22.
00 - $25.
00 per hour Expected hours:
20 - 35 per week
Benefits:
401(k) matching Flexible schedule Health insurance Life insurance Paid time off Retirement plan Schedule:
Monday to Friday Weekends as needed Education:
Bachelor's (Required)
Experience:
Small Firm:
2 years (Required) Ability to Commute:
Syosset, NY 11791 (Required) Ability to Relocate:
Syosset, NY 11791:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
is a small business in ACCOUNTING_CONSULTING.
We are professional, agile and professional.
Our work environment includes:
Modern office setting Food provided Food provided Work-from-home days Overview:
We are seeking a highly organized and detail-oriented Financial Planner to join our team.
As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients.
This is a great opportunity for someone with strong analytical skills and a passion for helping others achieve their financial goals.
Responsibilities:
- Conduct thorough financial assessments and analysis for clients - Develop personalized financial plans based on clients' goals and risk tolerance - Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning - Monitor and review clients' portfolios to ensure they align with their financial objectives - Stay up-to-date with industry trends, regulations, and best practices in financial planning - Build and maintain strong relationships with clients through regular communication and meetings - Collaborate with other professionals such as attorneys and accountants to provide holistic financial advice Skills:
- Strong analytical skills with the ability to interpret complex financial data - Excellent communication and interpersonal skills to effectively interact with clients - Proficiency in financial planning software and tools - Knowledge of investment products, tax laws, and retirement planning strategies - Detail-oriented with strong organizational skills to manage multiple client portfolios - Ability to work independently and make sound decisions based on client needs - Experience in event planning, calendar management, phone systems, medical office management, administrative tasks, office management, training development, human resources, or front desk operations is a plus We offer competitive compensation packages including salary and benefits.
Join our team of dedicated professionals and make a positive impact on the financial well-being of our clients.
Note:
All positions must be paid including internship positions.
Job Types:
Full-time, Part-time Pay:
$22.
00 - $25.
00 per hour Expected hours:
20 - 35 per week
Benefits:
401(k) matching Flexible schedule Health insurance Life insurance Paid time off Retirement plan Schedule:
Monday to Friday Weekends as needed Education:
Bachelor's (Required)
Experience:
Small Firm:
2 years (Required) Ability to Commute:
Syosset, NY 11791 (Required) Ability to Relocate:
Syosset, NY 11791:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
