Backoffice Analyst in a techfin company handling the operations of investment funds. Engaging with customers and ensuring compliance in regulatory processes.
About the role
- Financial Specialist at Beer Financial Group empowering clients towards financial security through personalized solutions and comprehensive financial planning.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- A bachelor's degree is preferred.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- Stipend
- Retirement Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
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Degree requirement
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