Financial Service Assistant

Your Passion. Your Purpose. 

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/  

Job Description:

How You Will Make an Impact at Rehmann: 

• Conducting research, gathering & analyzing data and preparing forms and reports
• Working with an advisory team to assist clients with their wealth management needs
• Provides high-level support preparing applications, business development projects, and client communications with a high attention to detail
• Drafting documents, proposals, exhibits, presentations and correspondence with a high attention to detail
• Working as a liaison between clients and their financial advisors
• Ensuring accurate and updated information is maintained in our CRM System; including phone calls, client actions/requests and meeting notes
• Working with custodians and vendors to ensure that client requests are completed accurately
• Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met
• Working with our team to cross-train in administrative and technical functions 

Your Desired Skills, Values & Experiences: 

• 1 - 3 years of experience in the financial services; experience in a similar role preferred (paralegal, legal studies, legal assistant, etc.) 
• Associate degree in general business or similar education/experience combination
• Outstanding client service and communication skills
• Commitment to being an excellent representative of the Rehmann brand
• Working knowledge of Microsoft Word and Excel
• Ability to multi-task while providing outstanding customer service to our internal and external clients
• Ability to handle communications in a discrete and confidential manner
• Ability to thrive in a deadline-oriented, fast-paced environment
• “Can do” attitude and team player
• Enthusiasm for helping others be successful
• Unwavering integrity in all situations

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.