1 Click Easy Apply


Para-planner for CFP


austin, Texas


Para-planner for CFP Job Opening in austin, Texas - Para-planner for CFP We are looking for a responsible, reliable, and eager individual to fill the position of a para planner/technical assistant intern at our firm. You will be assisting the Certified Financial Planner? in creating and maintaining client portfolios, as well as providing general administrative support to the staff. This is a part-time, paid internship ideal for a finance major who has working knowledge of the financial sector. We work in conjunction with a local credit union. Our hours of operation are from 9 am to 6 pm, and we need you to fulfill at least 15-20 hours a week. The ideal candidate for this job would be: -- Proficient in both Windows OS and Mac OS -- An advanced Excel operator -- Skilled in TMV Calculations -- Able to learn quickly and efficiently -- Planning a career in Finance -- Reliable -- A student in good academic standing -- Willing to work on a possible temp-to-hire basis -- A good listener with the ability to take notes in a fast paced-environment. -- Highly Organized Please submit your resume and cover letter to austin tx texas

1 Click Easy Apply

TalentEinstein.com - Superhuman AI Recruiting Assistant | Terms & Conditions

All rights reserved
Swanco LLC