Financial Services Assistant

TMS Financial•Ashwaubenon, WI

7d•$25 - $37•Onsite

About The Position

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

Requirements

Demonstrated understanding of investment products and the financial industry.
Excellent communication and interpersonal skills.
Detail-oriented, with a desire for a high degree of accuracy.
Ability to learn and adapt to new computer programs, software, and technology, and to welcome change and continuous learning and improvement.

Nice To Haves

Bachelor’s or associate degree in Finance, Business, Accounting, Marketing, or a related field (preferred but not required).
At least 3 years of experience in the finance or investment industry (preferred but not required).

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.
Manage and prioritize workflow effectively.
Interact with clients, including handling inbound phone calls and scheduling appointments.
Learn and operate specialized financial software applications.
Create, enhance, and maintain reports, database projects, and other special projects as directed.