Financial Service Assistant

Job Description

How You Will Make an Impact at Rehmann:

• Conducting research, gathering & analyzing data and preparing forms and reports
• Working with an advisory team to assist clients with their wealth management needs
• Provides high-level support preparing applications, business development projects, and client communications with a high attention to detail
• Drafting documents, proposals, exhibits, presentations and correspondence with a high attention to detail
• Working as a liaison between clients and their financial advisors
• Ensuring accurate and updated information is maintained in our CRM System; including phone calls, client actions/requests and meeting notes
• Working with custodians and vendors to ensure that client requests are completed accurately
• Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met
• Working with our team to cross-train in administrative and technical functions

• 1 - 3 years of experience in the financial services; experience in a similar role preferred (paralegal, legal studies, legal assistant, etc.)
• Associate degree in general business or similar education/experience combination
• Outstanding client service and communication skills
• Commitment to being an excellent representative of the Rehmann brand
• Working knowledge of Microsoft Word and Excel
• Ability to multi-task while providing outstanding customer service to our internal and external clients
• Ability to handle communications in a discrete and confidential manner
• Ability to thrive in a deadline-oriented, fast-paced environment
• “Can do” attitude and team player
• Enthusiasm for helping others be successful
• Unwavering integrity in all situations

• Benefits focused on physical and mental health
• Paid time off for volunteering and diversity-related activities
• Flexible work arrangements

Rehmann is an Equal Opportunity Employer.