Careers
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We have Thought, we have Planned and we are Growing!
Financial Executive Assistant- Our 4 year old company needs an enthusiastic, organized, multitalented full-time Admin Assistant/Operations Specialist to help us keep up our rapid growth and expansion. Fun and fast paced atmosphere. This role offers excellent opportunity for hands-on skill development in many areas. You will be working downtown in the Diamond Tower Building overlooking Petco Park. You will be assisting a Certified Financial PlannerTM that does 360 Wealth Management. We oversee the financial affairs for a select group of successful business owners and professionals, who among other things are aspiring to and approaching financial independence that want a work optional lifestyle. We have developed and refined a process that puts all the pieces of the financial puzzle together for our clients as their life unfolds and their needs evolve. You can find out more about us on our website www.GoGreenFG.com Job Description - Provide phone, email, web and chat based customer support - Assist with web advertising production workflow - Provide Sales Support to inside and outside sales staff - Update and maintain Salesforce CRM - Update and maintain Wordpress and eCommerce websites - Provide data and reporting for management Light IT and Tech Support duties Other office duties as needed - Invoicing - Creating weekly and monthly reports - Creating monthly schedules - Tracking completed work & overdue work - Data entry - Assist and support staff in project work. - Perform general clerical duties including but not limited to: - Answer Phones • emailing • Copying • Mailing • Faxing • Filing. Requirements/Preferences -***Strong background working with broker/dealers & Investment Advisors** - Experienced with CRM systems (Salesforce, Infusionsoft, eMoney pro 360, etc) - Excellent communication skills mandatory both written and oral and please be professional. - Some Web advertising experience/knowledge preferred - Web development/coding skills a plus - Adobe skills (Photoshop, Indesign, Premiere) -Be able to handle multiple tasks simultaneously Extraordinary organization, motivation and great attitude a MUST -Courteous and professional phone demeanor *phone etiquette- a must! - Working knowledge of Microsoft Office - Word, Access, Excel& Outlook • Working knowledge of Social Media • Ability to learn new programs and procedures quickly. • Strong work ethic, positive attitude and self-motivated • Ability to work independently and as a team member • Strong organization skills and multitask Responsible, punctual Wages: $13-15 per hour full time 9-5 M-F CFP® professionals - We are currently seeking talented like-minded CFP® professionals to represent the GGFG Brand and utilize our Proprietary Strategies and Intellectual Capital throughout the United States. Candidates must strictly adhere to delivering "A Socially Responsible Approach to Financial PlanningTM" to our clients and affiliates. We are Committed to our Clients, the Earth and our Community. Email us at info@gogreenfg.com for more details or submit the form on the right. *We are a Fee-Only Concierge Financial Planning Service and do not provide investment advise or manage capital ourselves. We organize, develop and implement complex comprehensive financial plan for high net worth families. Especially Seeking CFP®'s for the Los Angeles, Baton Rouge, and Miami markets we serve. Internships/Apprenticeships - If you are interested in pursuing a Career in Financial Planning and offering 360 Multi-Family Office Solutions, we are accepting applications for internships in: Marketing, Social Media, & Financial Planning. Ideal candidates will be serious in their pursuit of their CFP® designation which takes minimum 3 years experience requirements & a college degree, among many other requirements, see What is a CFP? for details. Email us at info@gogreenfg.com for more details or submit the form on the right. As per CFP Board Experience Requirements, our internships/apprenticeships programs qualify for the accelerated 2 yr experience option. 2 Year Apprenticeship Option CFP Board's Experience requirement may be satisfied by completing two years full-time, or the equivalent 4,000 hours, of "Apprenticeship Experience" focused exclusively on personal delivery of all the personal financial planning process to a client, with direct supervision by a CFP® professional, and documented qualifying experience in all six primary elements of the personal financial planning process. Apprenticeship experience cannot be combined with non-Apprenticeship experience hours. Qualifying experience under the Apprenticeship Experience option for initial CFP® Certification must satisfy a three-part requirement. PART 1: Apprenticeship activities must include experience in all six primary elements of the personal financial planning process:
PART 3: All Apprenticeship Experience must be completed under the direct supervision of a CFP® professional and documented, with verification and attestation from the supervising CFP® professional conducted by CFP Board. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/experience-requirement#internships *Note: The position is in San Diego, CA. 2 Interns will be accepted into the program each quarter on an unpaid, flex schedule of no more than 10hr/week for 3 months, working from the office, at home or beach via Skype. Taking applications until November 1st, 2013. Thank you in advance. Attention to detail and writing skills are a must. |
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