Financial Services Operations Assistant Job in PROSTATIS GROUP LLC

Financial Services Operations Assistant

Hanover, MD, US, United States

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Job Description

High volume financial planning firm.

Supporting the service team for two financial planners: applications, transfers, check requests, service requests, and more.

Experience REQUIRED: either having worked for a RIA and/or a BD. Redtail and Emoney experience preferred. Knowledge of spreadsheets and financial planning software helpful.

We custody at Schwab.

Position in our Towson area office.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Vision insurance
Experience:

Financial Planning: 5 years (Required) Investment Firm: 5 years (Preferred)
Work Location: In person