Business Manager

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Overview:
We are looking for a Business Manager to assist one of our many Financial Advisors.

Responsibilities:
• Prepare for meetings with clients
• Pull reports, applications, and statements
• Prepare and submit paperwork
• Mail out contracts to clients
• Communicating with and between the clients and company
• Handle incoming calls and emails
• Manage calendars
• Filing
• Self-starter
• Efficient with Microsoft Office & Outlook
• Eager to learn

Qualifications:
• Bachelor’s degree or at least 2 years of financial experience.
• Series “7” license preferred, but not required.

Compensation & Benefits:
• Health Insurance Coverage
• Vision & Dental offered
• Life Insurance
• PTO
• 401K

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