Financial Assistant

CSI Group, LLP is growing! We are looking for an energetic, go-getters to join our expanding team. CSI Group is an Accounting Firm with several locations in NJ, NY, DC and FL. The position will be based in Wall Twp, NJ. This is an IN-PERSON position.

The Financial Assistant works side by side with the Senior Financial Managers to help clients meet their financial goals. The Financial Assistant is responsible for providing administrative and operational support to the Financial Mgr in a fast-paced environment. In addition, the Financial Assistant assists the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Essential Duties and Responsibilities:

• Assist Financial Department with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Provide direct support to the Financial Mgrs with applications, follow ups, correspondence and calendar management
• Interact with clients in person and over the phone
• Prepare and review new account paperwork, tax documentation and financial summaries
• Managing reports regularly for the Sr Financial Manager’s approval
• Facilitate and resolve client service requests and follow up on them
• Apply a working knowledge of operations/client-service processes
• Process applications timely due to time constraints
• Work independently, effectively, and efficiently
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Perform other duties as assigned

Requirements:

• At least 1 year of financial services/insurance experience
• Basic knowledge of Life Insurance and Annuities is a plus
• Travel is required as needed
• Able to work overtime is required
• Detail oriented and able to work in a fast-paced environment
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Proficient with Microsoft Office—especially Excel
• Good command of English.
• Strong interpersonal and communication skills.
• Ability to concentrate for lengthy periods and perform accurately with adequate speed.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Application Question(s):

• Do you have insurance or annuity experience?

Ability to Relocate:

• Township of Wall, NJ 07727: Relocate before starting work (Required)

Work Location: In person