Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Job Overview:
We are seeking a skilled and detail-oriented Financial Administrator to join our team. As a Financial Administrator, you will be responsible for managing financial transactions, maintaining accurate records, and providing support to the finance department. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to work independently.
Duties:
- Process financial transactions, including accounts payable and accounts receivable
- Prepare and reconcile bank statements
- Maintain accurate financial records and documentation
- Assist with budgeting and forecasting activities
- Conduct financial analysis and reporting
- Assist with payroll processing
- Ensure compliance with financial regulations and policies
- Provide support to the finance department as needed
Experience:
- Bachelor's degree in finance, accounting, or a related field
- Proven experience in financial administration or a similar role
- Strong knowledge of financial principles and practices
- Proficiency in accounting software and MS Office Suite
- Excellent attention to detail and accuracy
- Strong analytical and problem-solving skills
- Ability to work independently and meet deadlines
If you are a dedicated professional with a passion for finance and a desire to contribute to the success of our organization, we encourage you to apply for the position of Financial Administrator. We offer competitive compensation, opportunities for professional development, and a supportive work environment. Apply today!
Job Type: Full-time
Pay: Up to $40,000.00 per year
Work setting:
Work Location: Hybrid remote in Cortland, NY 13045
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