Part-Time Administrative Assistant

(Flexible Schedule)

Qualifications Required:

  • Experience in Financial Services Industry.

  • Basic knowledge of investments is preferred.

  • Highly organized with attention to detail.

  • Excellent computer skills - familiar with Microsoft Office.

  • Works independently.

  • FINRA Series 6 or 7 registration is a plus, but not required.

Responsibilities Include:

  • Business processing and case follow up.

  • Preparation of client reviews.

  • Strong Client service.

  • CRM System Input/Updating.

Competitive compensation structure with bonus, retirement plan and  company match. Very flexible hours/schedule up to 20 hours per week. Beacon Financial Partners is an equal opportunity employer. 

Send resume and salary requirements to info@beaconplanners.com. No drop-ins.

Contact Us

25825 Science Park Drive, #110 Cleveland, OH 44122

Tel: (216) 910-1850

Fax: (216) 910-1899

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

Check the background of your financial adviser on Finra Broker Check. 

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Beacon Financial Partners, LLC. All Rights Reserved

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©2020 Beacon Financial Partners | (216) 910-1850 | toll-free (866) 568-3951 | Beacon Financial Partners, LLC. All Rights Reserved

 

Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.

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This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

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