OVERVIEW

We are seeking a motivated and detail-oriented Entry Level Manager to join our dynamic team. This position is ideal for individuals looking to kickstart their career in financial services and management. The Entry Level Manager will play a crucial role in supporting various financial operations, enhancing customer relationships, and contributing to the overall success of our organization. This position requires a strong foundation in financial concepts and excellent analytical skills.

SKILLS

• Strong understanding of financial concepts, including investment management, cash management, and accounting principles.
• Knowledge of securities law, tax experience, wills, trusts & estate law is a plus.
• Ability to work collaboratively within a team environment while also demonstrating independent initiative.
• Excellent communication skills, both verbal and written.
• Experience with technical accounting or public accounting is beneficial.
• Proficient in using financial software for analysis and reporting purposes. This Entry Level Manager position offers an exciting opportunity for growth within the financial services sector. If you are passionate about finance and eager to learn from experienced professionals, we encourage you to apply.
  Job Type: Contract
  Pay: $49,938.96 - $80,141.55 per year

Benefits:

• Flexible schedule

Work Location: Remot

• Assist in the development and implementation of financial strategies, including estate planning and wealth management.
• Support financial sales initiatives by engaging with clients and providing tailored solutions.
• Conduct financial analysis to assess investment opportunities and portfolio management strategies.
• Collaborate with team members on tax-related matters, wills, trusts, and estate law.
• Maintain accurate records and documentation related to client accounts and transactions.
• Utilize financial software for reporting and data analysis.
• Foster strong customer relationships through effective communication and service.
• Participate in research activities to stay informed about market trends and regulatory changes.