Finance Operations Analyst
Summit Wealth Strategies, LLC - Chesterfield, MO

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We are looking for an individual to fill an analyst role in our Wealth Management Firm. This position requires a degree in the business field, and good knowledge of Microsoft Office, Excel, Word, PowerPoint, etc. Responsibilities include but are not limited to:
-- Enter client information into our comprehensive financial planning software
-- Assist clients in aggregating their accounts into the system
-- Generate Wealth Plans
-- Create power point presentations summarizing the Wealth Plans for client meetings
-- Provide annual reviews
-- Manage client's websites and take action to clear any aggregation issues
-- Develop and maintain written systems of all activities
-- Analyze and review the model portfolios in our wealth management platform and make investment suggestions and recommendations.

This position requires:
-- Extreme attention to detail
-- Excellent attitude and an extraordinary client service orientation
-- A genuine interest in serving and caring for other people
-- Excellent organizational and time management skills
-- A burning desire to succeed
-- An ability to handle multiple tasks and handle stress

Compensation is negotiable depending on experience.
Starts at $27,500 with bonus potential and annual raises. Starting salary will be based on experience and education.

Indeed - 6 months ago - save job - block
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