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Thrive is Hiring!

Due to the tremendous success that Thrive has experienced in 2019, we are looking to add some additional members to our exceptional team! We are currently taking applications for the following positions:

Financial Planning Intern

The primary purpose of the Financial Planning intern is to support senior members of the team.

Essential Responsibilities:

· Assist in developing cash flow analysis and other deliverables with custom retirement planning software

· Verify portfolio holdings in risk analysis software

· Work with advisors to prepare custom retirement plans or investment strategies

· Deliver high-quality service in a professional, caring, and compliant manner

· Communicate effectively in person, in writing, and verbally with others in the organization

Knowledge, Skills & Abilities:

· Enthusiasm to help clients

· Passion to be successful in a team environment

· Ability to perform detail-oriented work with a high degree of accuracy

· Knowledge of the securities industry, financial planning, and investment management

· Professional demeanor, including being reliable and following through on commitments

· Ability to anticipate colleague and client needs

· Savvy with technology with the ability to learn in-house programs and tools

· Strong verbal and written communication skills, including strong interpersonal skills

· Excellent organizational skills

· High school diploma or equivalent

Financial Advisor Assistant

Responsibilities

  • Provide daily operational support to financial advisors and their clients
  • Quickly develop knowledge of a variety of account procedure, forms, custodial interfaces, and reporting software
  • Provide timely and accurate responses to questions and requests for operational support
  • Prioritize daily work, track the progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Input and maintain daily tasks and notes within CRM system
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Operate within strict Compliance Procedures and Guidelines
  • Act with integrity and respect in all situations Skills/Requirements
  • 3+ years’ business experience working as a sales assistant/CSA.
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Able to meet designated deadlines and work effectively in a pressurized environment Job

Calendar Management/Schedule Manager

  • High school diploma required; college degree preferred.
  • Computer & technology skills (office 365)
  • Excellent verbal and written communication skills.
  • Listening skills.
  • Ability to multitask and concentrate in a fast-paced production environment
  • Customer-service oriented

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