Litigation Support Specialist jobs in Syracuse, NY

COMPANY

Rosner Financial Group is an independent financial services firm located in Watertown, NY, specializing in goal-oriented financial planning, investment management, and small business support services with a focus on exceptional client service.

POSITION SUMMARY

Rosner Financial Group is seeking a highly organized and driven individual to fill the Administrative Support Specialist position. The purpose of the role is to provide administrative support to the advisors and their clients. The individual must be committed to gaining a broad knowledge base across all functions of financial services including: administration, compliance, investments, and financial tracking. Given the nature of the work upon which the advisors and their clients depend, organizational skills and attention to detail are essential. The work environment is one of a fast-paced, team atmosphere focused on delivering the highest quality of service.

LOCATION

On site in the Watertown office with hours of Monday through Friday 8am to 5pm.

REQUIREMENTS

• Bachelor's degree, Associate’s degree, or experience in a related financial industry
• Detail-oriented with high level of accuracy
• High follow through with projects and tasks
• Proficiency in Microsoft Office, particularly Excel

DUTIES AND RESPONSIBILITIES

• Work independently to research and provide solutions for clients
• Organizational and tracking of financial data for both clients and the business
• Support advisors in preparation of client meetings
• Manage and schedule advisor’s calendar
• Direct account support for group qualified plans
• Support ongoing account servicing
• Administrative support including preparation for meetings, email and phone communication, office inventory, and tracking office expenses

DESIRED SKILLS, ABILITIES & PERSONAL TRAITS

• Ability to thrive in a fast-paced, professional environment
• Proactive problem solver
• Exceptional written and interpersonal communication skills
• Comfort with communicating with clients in person and on the phone
• Experience with CRM Systems

BENEFITS

This career opportunity is a full-time position with salary depending on experience. A full package of benefits is available including a 401k with a Safe Harbor match, health insurance, paid time off, short term disability, and life insurance.

PLEASE PROVIDE A COVER LETTER WITH YOUR RESUME

Job Type: Full-time

Pay: $30,000.00 - $43,000.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Watertown, NY 13601 (Required)

Ability to Relocate:

• Watertown, NY 13601: Relocate before starting work (Required)

Work Location: In person