Wealth Management Administrative Assistant (BA Degree & Office Experience Required EBNY Financial LLC Ridgewood, NJ Job Details Full-time $60,000

• $120,000 a year 22 hours ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Professional development assistance Flexible schedule Life insurance Retirement plan Qualifications Microsoft Word Microsoft Excel Microsoft Outlook AI tools proficiency Administrative experience Bachelor's degree Bachelor of Arts Office experience Full Job Description A 29-year-old financial planning practice and employee benefits firm with offices in Ridgewood and Chatham seeking an individual who wants to assist a Certified Financial Planner and a growing employee brokerage.

Must be able to talk with clients, understand AI, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. A BA degree and office experience is a requirement.

Requirements :

A Bachelor's Degree. Must be proficient in AI, Microsoft Word, Excel, and Outlook. Salary and Benefits compensation are negotiable and based on experience.

Benefit Conditions:

Only full-time employees eligible

This Job Is:

A job for which military experienced candidates are encouraged to apply Work Remotely No Responsibilities

• Assist financial planners in creating financial plans for clients based on their goals and risk tolerance. Work on employee benefits platforms with a team.
• Conduct research on investment opportunities and present findings to the team.
• Support in managing client portfolios and monitoring their performance.
• Collaborate with the sales team to provide financial product information to clients.
• Assist in preparing financial reports and documents for client meetings.
• Maintain client records accurately and ensure confidentiality of sensitive information.

_Portfolio management and administrative duties.

Job Type:

Full-time Pay:

$60,000.00

• $120,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Education:

Bachelor's (Required)

Experience:

Office :

2 years (Required)

License/Certification:

Life and Health (Preferred) Ability to

Commute:

Ridgewood, NJ (Required)

Work Location:

In person