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  • Job Number 529573
  • Type Permanent
  • Location Shelton, CT
  • Pay $65,000 - $75,000
  • Referral Bonus $250


Job Description:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our client, a busy financial planning firm in Shelton, CT, seeks an individual to perform diverse planning and administrative functions.

The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. We want to hear from you if you`re ambitious, empathetic, personable, and ready to grow your career with a growing firm!


  • Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
  • Utilize websites and software to obtain client and product information.
  • Compare existing solutions to those currently available in the marketplace.
  • Establish and maintain detailed client files.
  • Prepare client correspondence, including letters and email correspondence.
  • Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate.
  • Assist in client meetings


    Minimum Requirements:
  • 2+ years of financial office experience in a fast-paced environment
  • Financial Industry experience required.
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • L & H Licensing, Series 65 or willingly to obtain within 90 days.

    This position also requires that you possess the following skills:
  • Ability to prioritize projects and manage time.
  • Savvy customer service to include excellent communication - both verbal and written
  • Strong follow-through
  • Good-natured, positive attitude
  • Ability to demonstrate persistence to achieve quality.
  • Strong organizational skills, detail-oriented, proactive, and resourceful
  • Friendly, professional phone manner and enjoys working with a variety of clients.
  • Reliable with exceptional work ethic
  • Demonstrate maturity and poise under pressure.
  • Flexibility to contribute as part of a team as well as independently.