Financial Service Assistant

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Conducting research, collecting and analyzing data, as well as preparing forms and reports.

• Collaborating with an advisory team to support clients in their wealth management requirements.

• Delivering high-level assistance in preparing applications, business development initiatives, and client communications with meticulous attention to detail.

• Drafting documents, proposals, exhibits, presentations, and correspondence with a strong focus on accuracy.

• Serving as a liaison between clients and their financial advisors.

• Ensuring that accurate and up-to-date information is maintained in our CRM system, including phone calls, client actions/requests, and meeting notes.

• Coordinating with custodians and vendors to guarantee that client requests are fulfilled correctly.

• Organizing meetings, ensuring agendas are prepared, topics are prioritized, and that all necessary objectives are achieved.

• Collaborating with our team to engage in cross-training for administrative and technical functions.

⛳️ Requirements

• 1 - 3 years of experience in the financial services sector; prior experience in a similar role is preferred (paralegal, legal studies, legal assistant, etc.).

• Associate degree in general business or a related education/experience combination.

• Exceptional client service and communication skills.

• A strong commitment to being an exemplary representative of the Rehmann brand.

• Proficient knowledge of Microsoft Word and Excel.

• Ability to manage multiple tasks while delivering outstanding customer service to both internal and external clients.

• Capability to handle communications discreetly and confidentially.

• Ability to excel in a fast-paced, deadline-driven environment.

• A “can do” attitude and a collaborative team spirit.

• Passion for assisting others in achieving success.

• Uncompromising integrity in every situation.

🏝️ Benefits

• Benefits focused on both physical and mental well-being.

• Paid time off for volunteering and activities related to diversity.

• Flexible work arrangements.