- Professional
- Escritório em Lansing
Are you a Paralegal looking to use your talent and experiences in a new way? Our Financial Services Assistant may be the perfect opportunity for you! Many of our talented FSA's have found success & career satisfaction by transitioning from the legal field to the financial services industry. Considering joining our team of professionals who are passionate about helping our clients achieve their financial goals.
To learn more about Rehmann, visit: https://www.rehmann.com/careers/
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
Your Desired Skills, Values & Experiences:
- 1 - 4 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
We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.
When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.
Rehmann is an Equal Opportunity Employer.
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