Financial Services Assistant

Financial Services AssistantTMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.The Ideal Candidate:Proven understanding of investment products and financial industryExcellent communication and interpersonal skillsDetail-oriented with a desire for greatest degree of accuracyAbility to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improveBachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)3+ years of experience in finance or investment industry (preferred but not required)Responsibilities:Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changesInput and maintain accurate client information in all appropriate databases and software applicationsResearch and resolve client concerns, questions, or requestsVerify all requests are received and handled to completionEffectively manage and prioritize workflowClient interaction including inbound phone calls and scheduling of various appointmentsLearn and run various specialized financial software applicationsCreate, enhance, and maintain various reports, database projects and other special projects as directedThe position is year-round with fewer hours outside of tax season.

Family-friendly culture, employee-focused, and supports a healthy work life balance.