Become a Financial Paraplanner in Bedford, NH or Andover, MA
17759
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Administrative And Operations Support

Job Title
Administrative And Operations Support

Reports To
Financial Advisor

Location
Bedford, NH

 

Apply Now

 

The Job Description

Do you love processes, get satisfaction when every ‘i’ is dotted and ‘t’ is crossed, and makes sure everything fits into its rightful place?

Are you fascinated by the smallest details, good at coordinating multiple schedules, keeping projects on track, and making sure everyone has the resources they need?

Bartley Financial is looking for an administrator with great people skills to join our team, and we’d love to talk about the possibility of you working with us!

We need someone like you: detailed oriented, able to coordinate a variety of schedules and projects, and who will use those talents to keep our team running smoothly.

 

Who Is Bartley Financial?

Hey, thanks for asking!

We’re a progressive, full-service wealth management firm with offices in Bedford, NH and Andover, MA. But what does that really mean?

We work with a great clients, helping them get clarity on big life goals and achieve what’s important to them, so their focus is on living a life that matters (and not the stress of managing their money).

We know how complex finances can get, and we know there’s plenty of cookie-cutter financial advice out there. We started this business so that hard working people could get the financial advice that helps their future.

We’re finance nerds who also build great long-term friendships. We’re Certified Financial Planners and CPAs with the experience to help our clients implement financial plans that work.

We listen to our clients and each other, and we’re building a great business based on values. Our team culture and team values really are the core of what we do and what we’re trying to build, not just a fancy plaque we hang on the wall.

 

What Can We Offer You?

  • We give competitive base salaries commensurate with your experience
  • You’d get a comprehensive benefits package including health, disability, life insurance, and 401(k)
  • Paid training
  • A Flexible schedule
  • Tuition reimbursement (gotta stay sharp!)
  • Profit sharing (when we win, we win together)
  • Paid time off (this should be obvious, but sadly not every company does)
  • Significant opportunity for advancement
  • Ability to work remotely if desired
  • Competitive salary (just putting this in here again)
  • Mentorship and coaching
  • We are Family friendly (some companies say this, but we mean it)

 

Your Primary Responsibilities

 

We’d Need You To…

  • Manage administrative projects assigned by our president and financial planning team
  • Answer telephones; screen telephone calls, take messages, and save and log faxes (if we get any…and we still do sometimes!)
  • Oversee our president’s and financial planning team’s calendars
  • Screen president’s email for high priority correspondence
  • Handle compliance documentation
  • Tracking continuing education and documentation (we gotta stay current!)
  • Utilize DocuSign and electronic tools to create and use templates for client and company agreements (keeping it legal!)

 

And Also…

  • Keep the office well maintained
  • Order office supplies
  • Prepare paperwork for prospective and existing clients
  • Mail stuff, shred things (documents, lettuce, guitar solos…), and prepare documents for scanning
  • Log documents we receive electronically
  • Enter data into our CRM database (we use SalesForce)

 

Knowledge And Skill Requirements

 

Do You Have…?

  • A desire to work on a team with other strong and skilled team members?
  • An ability to pick up concepts quickly?
  • Excellent organizational and time management skills?
  • High attention to detail?
  • Follow through?
  • Experience with Microsoft Office and Adobe Reader?
  • Strong computer and technology skills (this is important, because all of our systems are electronic. No paper!)?

 

Are You…?

  • Flexible? Do you adapt well to new technology and ways of doing things?
  • Good at written and verbal communication (and can you write with a professional tone? We love emojis too, but some of our clients, on the other hand…)?
  • Independent yet Collaborative? Can you get the job done on your own, but also collaborate and ask questions when needed?
  • A University Grad (a university degree is preferred, but if you fit everything else to a “t”, let us know!)

 

Apply Now