Financial Administrative Associate Trainee The Retirement Optimization Group - 2.0 Rochester, NY Job Details Full-time $60,000 - $80,000 a year 21 hours ago Benefits 401(k) Paid time off 401(k) matching Opportunities for advancement Flexible schedule Qualifications Teamwork Bachelor's degree Client services Organizational skills Time management Full Job Description Job Description Entry-Level Financial Planning Associate Are You Built for Excellence? This is not an ordinary entry-level position. We are looking for individuals with the potential to begin a three-year development program that can lead to a rewarding long-term career in financial planning and wealth management. The path is demanding, and not everyone who starts will complete it. We invest heavily in training those who demonstrate the aptitude, work ethic, and commitment to excel. We are looking for candidates who possess: Exceptional attention to detail. Strong natural memory and the ability to retain and recall information accurately. The ability to multitask effectively in a fast-paced environment—similar to an air traffic controller managing multiple priorities simultaneously. Clear, neat handwriting. Excellent organizational skills. A positive attitude, integrity, and a desire to continually improve. The ability to remain calm under pressure while maintaining accuracy. The Interview This is more than a conversation. Candidates should expect to complete practical exercises designed to evaluate: Memory and recall. Multitasking ability. Attention to detail. Organization. Problem-solving. Professional communication. Come see how your abilities compare and discover whether you have what it takes to build a career with one of the industry's high-performing teams.

Compensation Starting salary:

$55,000-$100,000 Compensation will be commensurate with the skills, aptitude, and performance demonstrated throughout the interview process and evaluation. If you're looking for an easy job, this probably isn't it. If you're looking for an opportunity to challenge yourself, develop elite professional skills, and build a career with significant long-term growth potential, we'd like to meet you. The Financial Administrative Assistant enhances the client experience by delivering exceptional service, supporting branch operations, and providing administrative and operational support to Financial Advisors. This is an entry-level professional role with room for growth within the firm , ideal for candidates early in their careers. This role requires a strong understanding of firm policies, procedures, and digital capabilities to effectively support advisor teams and interact with both new and existing clients. The ideal candidate is organized, professional, detail-oriented, and capable of managing multiple responsibilities in a fast-paced office environment.

• Recent college graduates are encouraged to apply
• English, Math, Business Majors Encouraged to apply
• Duties and Responsibilities Perform general administrative duties, including answering phones, preparing conference rooms, and organizing meeting materials Prepare, print, and organize client meeting documents and internal reports Support Financial Advisors by assisting with client relationship management and administrative tasks Assist with account opening documentation and related paperwork Maintain accurate client records and internal documentation Help Financial Advisors stay on track toward monthly business goals Participate in client account review meetings and face-to-face client service meetings as needed Provide consistent, professional client service both in person and over the phone

Education, Experience, Knowledge, and SkillsEducation & Experience Required:

Four-year college degree in Finance, Marketing, Accounting, or Mathematics Knowledge & Skills If you have a photographic memory to above average recollection of details and ability to multitask you will excel at this position are strongly encourage to apply. Highly detail-oriented with strong organizational and time management skills Exceptional written and verbal communication abilities Strong interpersonal and client service skills Proficient with Microsoft Office, including Word and spreadsheet applications Ability to multitask, prioritize responsibilities, and meet deadlines Comfortable working independently while contributing to a close-knit team Adaptable and able to thrive in a fast-paced, evolving environment What We Offer Competitive salary based on experience Professional, structured office environment Hands-on training and exposure to financial services operations Clear opportunity for long-term growth and advancement within the firm Direct collaboration with experienced Financial Advisors Schedule Monday-Friday 8:00 AM - 4:30 PM In-office position How to Apply Submit your resume through Indeed. Qualified candidates will be contacted for an interview.

Job Type:

Full-time Pay:

$60,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off Application Question(s): Do you have impeccable handwriting? Are you a natural organized person in your personal life and give examples? Are you always timely and dependable?

Education:

Bachelor's (Preferred)

Work Location:

In person