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Charter Financial Group: Financial Planner Assistant

Charter Financial Group

This is a Full-time position in Houston, TX posted June 16, 2021.

About us We are a fee-based financial planning practice located in Houston, TX.

We provide comprehensive wealth management and financial planning to affluent business owners, professionals throughout the U.S.

Our team is cohesive, collegial, fast paced and professional.

Together, we provide our clients with an extraordinarily high level of service.

A significant component of this service is our administrative support process.About you –We are looking for a career-focused, dedicated and enthusiastic individual to join us on a full-time basis.

You’ll find this position rewarding if you value quality, focus and commitment; have a track record of learning and growing; are a great planner andorganizer; are detail oriented; have great computer skills; and possess the energy,resilience and tenacity necessary to work in a fast-paced, challenging and highly client-focused environment.The Job Responsibilities –Accurately track business paperwork and elevate problems to appropriate person(s).Accurately complete necessary paperwork in a timely fashion.Maintain follow up systems for pending client issues.Maintain client database and files.Provide service to our practice’s clients.Provide administrative support during our financial planning process.Assist in setting and preparation for meetings.Provide administrative support for marketing projects.Create great looking documents in Word, Excel and PowerPoint.Prioritize tasks to ensure timely delivery of work product.Other business duties as needed.We offer A salary commensurate with your experience, benefits and a supportive and professional environment.Job Type: Full-timeExperience:Admistrative and Support: 2 years (Required)

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