Edelman Financial, one of the nation’s largest and most well known financial planning firms, is seeking Financial Planning Assistants for our White Plains office.

The Planning Assistant will provide full support to one or more Directors of Financial Planning, ensuring client satisfaction through direct client contact, frequent contact with vendors, daily interaction with operational employees, and adhering to regulatory standards. Duties will include executing investment buy and/or sell orders, analyzing reports to determine appropriate action to be taken on behalf of client accounts, maintaining files, preparing client document and researching client issues.

Requirements
2-5 years of operations experience within the financial services industry, Bachelor’s Degree preferred, Series 6, 7, 63 preferred.

The ideal candidate must understand appropriate paperwork and procedures necessary to make transactions, be able to prioritize, work independently to research and resolve client issues, determine the most efficient method to resolve problems while complying with corporate and regulatory procedures. In addition, be detailed oriented with strong organizational and client services skills, be computer literate and proficient with Windows, Word and Excel, possess the ability to multi-task and work independently, as well as with teams, be comfortable exercising judgment, evaluating a situation and making a decision.

If you are interested in an exciting career with Edelman Financial, please send your resume to: careers@ricedelman.com or apply to this job posting. For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.