| Company Name: | Gardey Financial Advisors |
| Phone: | 989-791-3880 |
| Email: | gfahires@gmail.com |
| Address 1: | 100 Harrow Lane |
| Address 2: | |
| City: | Saginaw |
| State: | MI |
| Zip: | 48638 |
| Position Title: | Operations Assistant |
| Number of Openings: | 1 |
| Position Type: | Other |
| Position Type Other Description: | |
| Start Date: | |
| Duties: | Gardey Financial Advisors is searching for a full-time Operations Assistant. Responsibilities include reconciling client accounts, follow up on service requests, track and confirm client trades, prepare and track client quarterly reports, run reports for client meetings, and set up new client accounts.
This position requires the ability to manage multiple priorities, work independently, complete tasks on deadlines and work with numbers. Additional requirements include: high degree of attention to detail, excellent time management skills, excellent organization skills, word processing and spread-sheet experience, excellent problem solving skills, a strong work ethic, learn new software quickly, the ability to work as part of a team and general knowledge about investments. Bookkeeping or Accounting experience helpful.
The salary for this position is $28,000 - $34,000, depending on experience.
Other benefits include: health insurance, paid vacation, SIMPLE IRA retirement plan, and flexible spending account plan.
Gardey Financial Advisors is a fee only Registered Investment Advisor that provides comprehensive financial planning and investment management services to individuals and families. |
| Experience Required: | |
| Wage or Salary: | |
| Per Hour |
| Approximate Work Hours or Days: | 37.5 |
| Hours |
| How to apply: | Submit resume and salary requirements by mail, or by fax, or email to:
Human Resources Dept.
Gardey Financial Advisors
100 Harrow Lane
Saginaw, MI 48638
Fax: 989-791-4572
Email: gfahires@gmail.com |
| Posting End Date: | 4/12/17 |