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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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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.