FJC Financial Group is Hiring: Office Assistant (PT) – Staten Island

Hiring! Handwritten in white chalk on black chaulkboard

FJC Financial Group is looking for an office assistant to help with daily operations. The office is a home office on the South Side of Staten Island. We are looking for someone to work 15-20 hours per week. The hourly wage will be $20.00 per hour and the hours are flexible.

Duties and Responsibilities:

Client Account Administration

  • Candidate will assist with providing necessary documentation for clients such as preparing account opening paperwork, applications, and assist in providing clients digital forms and other documents
  • Assist in preparing client implementation letters as well as post meeting e-mail follow-ups

Financial Plan Maintenance

  • Opportunity to learn how an advisor creates a financial plan for both potential and current clients
  • Assist in the preparation of investment proposals for new clients

Qualifications – Applicants should have all or some of the following:

  • Major: Finance, Economics, Marketing, Business Management, etc.
  • This role requires the candidate to be present in office – days are flexible
  • Knowledgeable in Microsoft Excel, PowerPoint, Word, Outlook
  • Social media marketing skills are a plus, but not required
  • Candidate must drive
  • College Students are welcome to apply
  • Please email a resume to fcilento@chfs.com if interested.

Frank J. Cilento is a Registered Representative of Chelsea Financial Services. Specialties: Retirement Planning; Business Succession Strategies, Estate Planning Strategies, Special Needs Financial Planning, Long Term Care Insurance, College Funding, Life and Health Insurance.

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