Well established and successful fast-paced Financial Planning Firm in Woodbury, NY seeks a self-starter with experience and knowledge in all types of Qualified Retirement Plans to handle and coordinate all the various components of their clients'
Retirement Plans. Experience and knowledge of all types of Retirement Plans a Must!
Your role will revolve around supporting the relationships in an amazing fashion, delivering the WOW experience and making sure all of their Retirement
Plans are being handled properly, efficiently and with tremendous ease on their end.
Candidates must be computer literate (Word, Excel, PowerPoint). Experience with using CRM software is also helpful. You should enjoy multi-tasking and
have a positive attitude to do whatever it takes to get the job done. This skill set is critical within this small fast-paced environment.
If you are a people person with exceptional organizational, oral and written communication skills, this
position is for you.