CC
We are seeking a detail-oriented Executive Financial Assistant for a confidential client specializing in retirement plan consulting services. This role requires meticulous attention to detail and precision in executing various financial tasks.
Investment Analysis/Reporting on 401k Plan Lineups: Conduct thorough analysis and generate reports on the performance and composition of 401k Plan Lineups.
Written Rationale on Investment Changes: Prepare clear and concise written justifications for proposed investment changes, ensuring transparency in decision-making.
Ability to Follow and Implement Procedures: Execute tasks with precision by adhering to established procedures and protocols.
PowerPoint Deck Creation and Editing: Proficiently create and edit PowerPoint presentations, using provided templates, to effectively communicate complex financial information.
Highly Preferred: A background in finance or accounting, showcasing a strong understanding of financial principles.
Preferred: 3-5 years of experience in financial services, with a focus on 401k Plans, Mutual Funds, or Investment services, indicating familiarity with industry intricacies.
Fluent in English, both written and spoken, to facilitate clear communication within the team and with clients.
Proficiency in Microsoft Office, with the ability to efficiently navigate and utilize various tools and functions.
Join our client's team and contribute to their mission of delivering top-notch retirement plan consulting services with the utmost professionalism and attention to detail.
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