DESCRIPTION
We are looking for someone who is a team player and has solid organizational, financial and computer skills to assist with client financial planning services (See “Who We Serve” on our website). This position offers flexible hours and the ability to work remotely.
RESPONSIBILITIES
- Prepare for meetings – including financial planning spreadsheet (knowledge of Excel is important) and updating and organizing notes on all areas of planning
- Manage and perform tasks related to client financial planning
HOURS/COMPENSATION
Part time, flexible hours with the ability to work from home if you desire.
Compensation will be commensurate with experience.
OPPORTUNITY
If desired (not required) this position can evolve into more responsibilities and compensation.
IF YOU ARE INTERESTED — TO APPLY
Please submit a copy of your resume and completed background history form to: robertb13@rocketmail.com
To download a copy of the background history form, go to the Philosophy page on the BFA website and select “Background History Doc” from the Quick Links Menu on the right side of the page.