-- Work with Principal on asset management, financial planning, business planning and development, and compliance
-- Draft and send out emails and correspondence
-- Take accurate, legible handwritten and typed notes during phone calls and meetings
-- Create and update operational procedures
-- Prepare checklists and materials for client meetings
-- Develop and update spreadsheets
-- Maintain and update office files (electronic and paper)
-- Communicate with clients, custodians, and vendors on operational matters
-- Process new and current client account forms
-- Rise to ad hoc tasks and projects

Required to be highly proficient in:
-- MS Office (Outlook, Word, Excel, PowerPoint):
Manage contacts in a database; mail merge for email and correspondence.
Type at least 55 wpm accurately; compose a business letter without errors.
Create and manipulate workbooks with data and formulas using financial functions.
-- Adobe Acrobat - Edit and reorganize PDFs
-- Internet - Research, gather, and present information from the internet

Preferred:
-- College degree or equivalent in experience
-- Comfortable working with IT personnel to resolve issues
-- CRM (Client Relationship Management) software experience

**Applicants must follow all of the “Instructions to Apply” at the end of this posting to be considered for the position**

Dynamic San Francisco boutique financial services firm is seeking that special person who aspires to be a financial advisor for this growing firm and is enthusiastic to learn by being the operational hub and collaborating with the Principal. The environment is fast-paced and requires a motivated team player who is able to multitask. The candidate should be: highly organized, thorough and detail-oriented; very comfortable working collaboratively yet can be proactively independent; able to precisely execute instruction; excellent at meeting deadlines; dedicated to quality work; must be pleasant, reliable, punctual, and demonstrate the utmost professionalism. The successful candidate will be working with highly sensitive/confidential material and must feel comfortable working with all levels of clients, including doctors, lawyers, and other professionals. We are client-centric and hold ourselves to the highest level of ethics, integrity, and trust.

**Instructions to Apply**
Email the following to philip@philipbenson.com:
-- A detailed cover letter using MS Word that describes your relevant experience, short-term and long-term career goals, and why you think you would be excellent for this position
-- Your complete chronological resume, including your education and entire employment history
-- An MS Excel workbook demonstrating your knowledge of formulas
-- The subject line of your email should read, “Junior Financial Advisor / Administrative Operations Associate”