The Financial Services Assistant will be responsible for the administrative work of a successful, growing financial planning practice with our highly motivated team. The role includes document creation and management, preparing the advisors for meetings, correspondence, onboarding new clients, preparing and coordinating financial plans, and creating portfolio reviews and analysis. The ideal candidate will reinforce and advance the brand through superior service to our clients and other team members.
Major areas of responsibility include client service, supporting the team, and enforcing the team mission, values, and culture by exhibiting the following behaviors: positive attitude, diligence, responsiveness, respect and accountability. The candidate will also project a professional company and team image through interactions with vendors and associates. Candidate should be detail-oriented, adept at following systems, experienced in customer service and financial services, aware of current industry trends and regulations, and enjoy a fast-paced environment.
About Brennan Financial Services
At Brennan Financial Services, we have one goal: To help individuals and families prioritize their financial objectives and give them the education, the tools and the plan that will help them achieve their goals in the right timeframe.That goal is an extension of our firm’s mission, which is to help our clients achieve financial independence through the design of personalized investment strategies. We do this through education, personalized investment management, and estate and tax planning strategies.