Financial Service Assistant

Emploi pas sur LinkedIn

🕒 il y a 9 jours

🚗 Michigan – Distant

🚗 Michigan – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

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Rehmann

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1941

🤝 B2B

💸 Finance

B2B • Finance

Rehmann est un cabinet de conseil professionnel qui s'associe à des entreprises et des clients privés pour fournir des services d'audit et d'assurance, fiscalité, conseil, finance et comptabilité, services technologiques et gestion de patrimoine. L'entreprise sert une gamme de secteurs d'activité — y compris la construction, les concessions, les services financiers, la santé, la fabrication, le capital-investissement et le secteur public — en aidant les clients en matière de conformité, de reporting, de planification fiscale, d'amélioration des processus et de solutions intégrées par la technologie. Rehmann se positionne comme une organisation axée sur les personnes, concentrée sur la fourniture de services financiers et de conseil innovants et spécifiques à chaque industrie.

Description

• 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

🎯 Exigences

• 1 - 3 years of experience in the financial services; experience in a similar role preferred ( paralegal, legal studies, legal assistant, etc.) • Associate degree in general business or similar education/experience combination • Outstanding client service and communication skills • Commitment to being an excellent representative of the Rehmann brand • Working knowledge of Microsoft Word and Excel • Ability to multi-task while providing outstanding customer service to our internal and external clients • Ability to handle communications in a discrete and confidential manner • Ability to thrive in a deadline-oriented, fast-paced environment • “Can do” attitude and team player • Enthusiasm for helping others be successful • Unwavering integrity in all situations

🏖️ Avantages

• benefits focused on physical and mental health • paid time off for volunteering and diversity-related activities • flexible work arrangements