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Rehmann · 18 hours ago

Financial Service Assistant

Greater Lansing

Full-time

Onsite

Entry Level

1+ years exp

Rehmann is a firm dedicated to empowering its associates and helping them achieve their career goals. They are seeking a Financial Service Assistant to conduct research, assist clients with wealth management needs, and provide high-level support in various administrative tasks.

AccountingConsultingFinancial Services

Culture & Values

Responsibilities

Conducting research, gathering & analyzing data and preparing forms and reports

Working with an advisory team to assist clients with their wealth management needs

Provides high-level support preparing applications, business development projects, and client communications with a high attention to detail

Drafting documents, proposals, exhibits, presentations and correspondence with a high attention to detail

Working as a liaison between clients and their financial advisors

Ensuring accurate and updated information is maintained in our CRM System; including phone calls, client actions/requests and meeting notes

Working with custodians and vendors to ensure that client requests are completed accurately

Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met

Working with our team to cross-train in administrative and technical functions

Qualification

Financial services experienceMicrosoft WordMicrosoft ExcelClient service skillsCommunication skillsMulti-taskingAttention to detailTeam playerIntegrity