Experienced Financial Services Assistant

TMS Financial•Ashwaubenon, WI

7d•$30 - $40

About The Position

TMS Financial is hiring a full-time Experienced Financial Services Assistant for its Green Bay office. The role supports the firm’s tax and financial services for individuals and businesses, including account processing, client service, financial software use, and reporting projects. The position is year-round, with fewer hours outside of tax season. TMS Financial describes its culture as family-friendly and employee-focused, and says it supports a healthy work-life balance.

Requirements

Proven understanding of investment products and the financial industry.
Excellent communication and interpersonal skills.
Attention to detail and a desire for the greatest degree of accuracy.
Ability to learn and adapt to new computer programs, software, and technology, and to welcome change and continuous learning and improvement.
Leadership demonstrated through mentor/mentee relationships, work with cross-functional teams, and ability to drive efficiencies.
At least 3 years of experience in finance or the investment industry.

Nice To Haves

Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing, or a related field; preferred but not required.
At least 5 years of experience in finance or the investment industry preferred.

Responsibilities

Process new accounts, transfers, contributions, and redemptions, as well as beneficiary and address changes.
Input and maintain accurate client information in appropriate databases and software applications.
Research and resolve client concerns, questions, and requests.
Verify that requests are received and handled through completion.
Effectively manage and prioritize workflow.
Interact with clients, including handling inbound phone calls and scheduling appointments.
Learn and run specialized financial software applications.
Create, enhance, and maintain reports, database projects, and other special projects as directed.