Financial Services Assistant

TMS 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 industry
Excellent communication and interpersonal skills
Detail-oriented with a desire for greatest degree of accuracy
Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
Bachelor’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 changes
Input and maintain accurate client information in all appropriate databases and software applications
Research and resolve client concerns, questions, or requests
Verify all requests are received and handled to completion
Effectively manage and prioritize workflow
Client interaction including inbound phone calls and scheduling of various appointments
Learn and run various specialized financial software applications
Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

Learn more about this Employer on their Career Site