Financial Services Assistant

Rehmann • Saginaw, MI

289d

About The Position

Rehmann is seeking a talented Financial Services Assistant for our Wealth Management team. This role is pivotal in supporting the advisory team and assisting clients with their wealth management needs. The position involves conducting research, gathering and analyzing data, preparing forms and reports, and providing high-level support in various administrative tasks. The Financial Services Assistant will work closely with clients and financial advisors, ensuring accurate information is maintained in the CRM system and that client requests are completed accurately.

Requirements

• 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

Responsibilities

• Conducting research, gathering & analyzing data and preparing forms and reports
• Working with an advisory team to assist clients with their wealth management needs
• Providing 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

Benefits

• Programs and benefits that encourage growth and development
• Benefits focused on physical and mental health
• Paid time off for volunteering and diversity-related activities
• Flexible work arrangements

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Associate degree