Experienced Financial Services Assistant

TMS Financial; Green Bay (WI); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Family-friendly culture

Healthy work-life balance

Job summary

TMS Financial is seeking an Experienced Financial Services Assistant for our Green Bay office. The role supports tax and financial services for individuals and businesses, performing account processing, data maintenance and client communications.

The ideal candidate has 3+ years in finance or investment, strong interpersonal skills and the ability to learn new software. Bachelor’s/Associate degree in finance or related field is preferred but not required.

Qualifications

• 3+ years of experience in finance or investment industry.
• Bachelor’s or Associate degree in Finance, Business, Accounting, Marketing or related field (preferred).
• Strong communication and client service skills.
• Ability to learn and adapt to new software and technology.

Responsibilities

• Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes.
• Input and maintain accurate client information in databases and software.
• Research and resolve client concerns, questions or requests.
• Verify all requests are received and handled to completion.
• Effectively manage and prioritize workflow.
• Interact with clients via inbound calls and schedule appointments.
• Learn and run various specialized financial software applications.

Skills

Investment knowledge

Communication skills

Attention to detail

Technology aptitude

Leadership

Education

Bachelor’s or Associate degree in Finance, Business, Accounting, Marketing or related field

Job description

Experienced Financial Services Assistant

Investment - Green Bay, Wisconsin

Experienced Financial Services Assistant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Experienced Financial Services Assistant for our Green Bay office.

The Ideal Candidate:

• Proven understanding of investment products and financial industry
• Excellent communication and interpersonal skills
• Detail-oriented with a desire for greatest degree of accuracy
• Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
• Leadership demonstrated through mentor/mentee relationships, working with cross-functional teams, and ability to drive efficiencies
• Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
• 3+ years of experience in finance or investment industry required, 5+ years experience preferred
  

Responsibilities:

• Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
• Input and maintain accurate client information in all appropriate databases and software applications
• Research and resolve client concerns, questions, or requests
• Verify all requests are received and handled to completion
• Effectively manage and prioritize workflow
• Client interaction including inbound phone calls and scheduling of various appointments
• Learn and run various specialized financial software applications
• Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.