Exciting opportunity to join a team in the financial services industry! Learn and grow with a small, friendly group of professionals. Your ability to connect with people, pay attention to details, and be a self-starter will help you succeed in a busy, client-focused office. This position provides support for our Financial Advisor, Paraplanners, and clients.

Haven Financial Planning, Inc. is an affiliate of LPL Financial. LPL Financial is the nation’s leading independent broker-dealer. Meaningful and interesting work with an opportunity for growth.

What You Will Do:

• Manage a busy schedule by making appointments with clients via phone, email, and in-person
• Contact clients in advance to confirm meetings
• Maintain excellent client relationships through friendly demeanor, problem solving and detailed notes
• Answer phones and direct clients to the appropriate resource
• Keep inventory of all office supplies and re-stock when necessary
• Retrieve and send mail and packages for the office
• Electronically deposit checks in a timely manner
• Scan and copy documents
• Initiate trades and log in our financial data base
• Prepare proper paperwork before, during and after client meetings
• Maintain confidentiality and uphold proper procedures to adhere to industry compliance requirements

Who You Are:

• Customer focused with an ability to build relationships with clients and co-workers; enjoy talking with clients
• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Excellent written and verbal communication skills
• Ability to multi-task, organize, and prioritize work
• Ability to work efficiently; team player
• Someone who takes initiative and is a quick learner.
• Highest standards of integrity and ethics; confidentiality essential
• No previous experience required but preferred

Additional Details:

· Monday-Friday

· Office location is in an historic building in beautiful downtown Fairhaven

· Benefits include:

o Medical Insurance

o 401(k) matching after 1 year

o Paid Time Off

o Paid Holidays

Pay: $20 to $22 per hour based on experience

We embrace diversity and equal opportunity and are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Bellingham, WA 98225: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: One location

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