Address
Form of workOVERVIEW
BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, charitable planning, and business advisory - using all in-house specialists. This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.
JOB DUTIES
Answering multi-line phone system
Scheduling appointments
Greeting clients and visitors
Proofing content
Filing, sorting and distributing mail
Various projects as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
Experienced in Outlook
Detail oriented
Experience working in an environment with multiple priorities
Ability to multi-task
Pleasant personality
Knowledge in Word & Excel
TECHNICAL SKILLS
MS Office /Windows experience particularly financial modelling and data management in Excel
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills
EXPLORE THE WORKPLACE OF THE FUTURE
Together, we are building the nation's preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses. Our values drive our decisions, and our passion is putting our clients at the center of everything we do.
Creative Planning Differentiators:
- Day One Benefits Enrollment
- Growth Potential
- Close-Knit Collaborative Team
- Mentor Program
- Employee Referral Rewards
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize youfor the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
Creative Planning isan equal opportunity employer, and all qualified applicants will receive consideration for employmentwithout regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
