Financial Assistant (Public) jobs in Bergenfield, NJ

Part-Time Associate/Executive Assistant

Company Background

Professional Financial Services, Ltd. is a financial planning and wealth management firm that is located in North Arlington, New Jersey and has been in business for over thirty years. We serve clients throughout the country that are high net-worth individuals as well as individuals with more modest means. Our team is passionate about developing financial plans to meet our clients’ financial goals. In addition, ownership has deep roots in the North Arlington, Jersey City and the surrounding areas and is committed to give back to the community.

Responsibilities and Duties

· Part time position working approximately 20 hours per week, 10 AM – 2 PM, with some flexibility on the hours. Potential for full-time employment based on individual’s performance and company needs

· Answer the telephone and take messages as needed

· Greet clients when they attend in-person meetings

· Assist with the completion of paperwork

· Maintain and build client contact list – assist in sending out newsletters

· Develop proficiency in all necessary financial software programs

· Ensure client RMD requirements are met

· Assist with required compliance and CE training

· Assist with FINRA, TFS, and FFP compliance audits

· Assist in all office matters as needed

· Assist and maintain client files

· Assist with office technology needs

· Assist in tracking CE for all licenses and keeping licenses updated

· Capable of traveling between two offices in Bergen County when necessary. Primary office in North Arlington

· Assist in other business-related matters per ownership

Desired Qualifications

· Trustworthy, extremely well organized, hard worker, intelligent, positive, team oriented, computer savvy, professional, honest and has high integrity

· Willingness to learn

· Position available for long-term if desired by both parties

· Background check required

If interested in this position, please contact Doreen Catanio at cpadoreen@aol.com or 201-408-6800

Job Type: Part-time

Pay: $20,000.00 - $30,000.00 per year

Expected hours: 20 per week

Benefits:

• Flexible schedule

Schedule:

• 4 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• North Arlington, NJ 07031: Relocate before starting work (Required)

Work Location: In person