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Junior Financial Advisor / Administrative Operations Associate

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Job: Junior Financial Advisor / Administrative Operations Associate

Date posted: 12/05/12
Contact Philip Benson
Employer Name: Philip Benson Financial Services
Location: Nob Hill / Financial District
Deadline: 2/5/13
Field: Financial Services
Hours: Monday - Friday, 8am - 5pm
Who should apply? Both Undergrad and Graduate Students

-- 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

Skills & Abilities:

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 -- 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”

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