Money Manager, Inc

A top-producing Wealth Manager is seeking a ‘Team Oriented’ individual to assist the Principal Owner and Managing Partner’s daily activities.. This is an in-person position that initially requires daily on-site administrative support and corporate access, primarily working from a home office site, with the potential for a hybrid structure.. Draft, edit, and proofread business communications, reports, and presentations.. 3+ years of administrative and support experience in the Financial Services preferred (Wealth Management, Brokerage, or Advisory Services). Experience working with performance reporting software, CRM databases, and document management software a plus.

administrative support specialist

Administrative Support - Operations / ComplianceMoney Manager, Inc. Wellington, FL<ul><li>$45,000 to $75,000 Yearly ($100k possible; dependent on experience)</li><li>Vision, Medical, Dental</li><li>Potential (revenue sharing) profit splits</li></ul>Job Description​​​​​​Administrative Support / Operations / Compliance  Outstanding Growth Opportunity in Wellington, FL. (Full-Time or Part-Time, with Flexible Hours) A top-producing Wealth Manager is seeking a ‘Team Oriented’ individual to assist the Principal Owner and Managing Partner’s daily activities. You will provide administrative and organizational support with operations and or compliance to allow the partner to focus on business initiatives. This is an in-person position that initially requires daily on-site administrative support and corporate access, primarily working from a home office site, with the potential for a hybrid structure. The ideal candidate should have experience in the finance sector and possess a passion for winning and helping grow an already successful business. The candidate must be comfortable in a dynamic, fast-paced environment.Responsibilities<ul><li>Organize and maintain confidential files, documents, and records.</li><li>Draft, edit, and proofread business communications, reports, and presentations.</li><li>Take the initiative to optimize processes to improve efficiency.</li><li>Prepare and maintain budgeting and expense reports.</li><li>Assist with various ad hoc projects as needed.</li></ul> Qualifications<ul><li>3+ years of administrative and support experience in the Financial Services preferred (Wealth Management, Brokerage, or Advisory Services)</li><li>Proactive, with ability to work in a fast-paced environment.</li><li>Bachelor’s or associate degree preferred.</li><li>Strong written, verbal, and interpersonal skills.</li><li>Excellent time-management, organizational, problem-solving, and prioritization skills; Detailed oriented a MUST.</li><li>Strong knowledge of Excell & Microsoft Office products with strong technical skills.</li><li>Positive, collaborative, and team oriented.</li><li>Experience working with performance reporting software, CRM databases, and document management software a plus. </li></ul> AddressMoney Manager, Inc.Wellington, FLUSA IndustryFinance/ BusinessReport Job

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