[Fredslist] Mitlin Financial Inc. is looking for its next team member-Executive Assistant-Please read....

[Lawrence Sprung]

Mitlin Financial, Inc., a growing wealth management firm, is seeking an Executive Assistant to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization.

Become a member of one of the most respected wealth management firms on Long Island.  Mitlin Financial, Inc. was recently named one of Long Island's Top Wealth Management Firms by Long Island Business News.

Our mission at Mitlin Financial, Inc. is to assist our clients in becoming and remaining financially independent.  If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you.

Description

The Executive Assistant plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Executive Assistant must be able to work effectively with other staff members, clients, and the Wealth Advisor.

Responsibilities & Activities

  *   Communicates, implements, and ensures compliance with guidelines and policies:
     *   Maintains compliance policies and documentation.
     *   Oversees the compliance and advertising approval process.

  *   Oversees trading for the office:
     *   Places trades and rebalances accounts. (with Series 65)
     *   Reviews account confirmation statements.
     *   Sends trading-related correspondence to clients.

  *   Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.

  *   Manages new business functions:
     *   Meets with clients and starts new client forms processing.
     *   Follows up with clients as needed to make sure all paperwork is processed.

  *   Handles fee and commission processing:
     *   Reviews fee and commission statements to ensure accuracy.

  *   Handles training and continuing education for the firm.

  *   Coordinates team meetings:
     *   Sets agenda.
     *   Disseminates minutes, resulting tasks, and timelines for completion.
  *   Develops and maintains written documentation (systems) of all activities.

  *   Performs other duties as assigned.

Knowledge, Skills, & Abilities

  *   Requires:
     *   Excellent knowledge of the securities industry's rules and regulations
     *   FINRA Series 65 preferred (we will sponsor if you currently do not have)
     *   Strong communication and interpersonal skills
     *   Excellent organizational and time management skills
     *   Excellent attitude and an extraordinary client service orientation
     *   Ability to handle multiple tasks and operate within tight deadlines
     *   Proficiency with Microsoft Office Suite
     *   Proficiency with Junxure CRM, Morningstar Office and MoneyGuide Pro is a plus

  *   At least three years of experience in a financial services firm assisting with day-to-day operations.

  *   A bachelor's degree is preferred.

  *   Attendance is an essential function.

  *   Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client's lives.
For more information about our company, please visit our website www.mitlinfinancial.com

If you're interested in this opportunity, please send your resume and letter of interest to Lawrence Sprung at lsprung at mitlinfinancial.com. Given the high demand for this position, we're only able to contact the most qualified candidates.


Lawrence D. Sprung, CFP(r)
President
Mitlin Financial, Inc.
(631) 952-4466
www.mitlinfinancial.com<http://www.mitlinfinancial.com/>

Please visit my blog at www.lawrencesprung.com<http://www.lawrencesprung.com/>

Please Follow Us on  Twitter [Twitter Logo] <https://twitter.com/MitlinFinancial>

Investments | Financial Planning | Insurance| Estate Planning | Asset Management

Please be advised that communications regarding trades in your account are for informational purposes only.  You should continue to rely on confirmations and statements received from the custodian(s) of your assets.  The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited.  Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.  Your cooperation is appreciated.

For your protection, please do not send confidential information such as social security numbers and account numbers via email.


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