Experienced Financial Assistant

Financial Design Group
Toledo, OH Full Time
POSTED ON 6/9/2023 CLOSED ON 7/7/2023

What are the responsibilities and job description for the Experienced Financial Assistant position at Financial Design Group?

About us

Financial Design Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We believe in a Client-Centric team approach whereby our advisors focus first and foremost on providing intelligent long-term strategies for their clients utilizing a team of specialists.

Financial Design Group, 3230 Central Park West, Suite 100, Toledo, Ohio 43617. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.

Financial Design Group is independently owned and operated.

Tracking # 425819-1

Required Qualifications and Experience:

· Experience in financial background

· Series 7 Registration (If not, required to have within 1 year)

· Attention to detail

·Ability to multi-task

·Have a high level of organization

· Able to work well in a team

·Independently motivated

· Use tact, discretion, and good judgement in handling sensitive and confidential information.

· Exceptional verbal and written communication skills.

Tracking # 425819-1

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Employee discount
  • Flexible schedule
  • Paid time off
  • Professional development assistance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No nights
  • No weekends

Ability to commute/relocate:

  • Toledo, OH 43617: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Financial concepts: 1 year (Required)

Work Location: In person

Salary : $20 - $25

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