Finance Planning Assistant in Greensboro, NC at Advanced Personnel Resources

Date Posted: 5/31/2019

Job Snapshot

Job Description

Advanced Personnel Resources is recruiting for a Financial Assistant that has exposure to the investment industry with 4+ years of support experience.

Responsibilities:

  • Support 3-5 financial assistants providing administrative assistance on special projects
  • Assisting with the transition of clients from one firm to another
  • Updating a shared Excel spreadsheet daily with new client information
  • Heavy data entry of new client information
  • Other duties as assigned

Job Requirements

  • Associates Degree or equivalent experience is required
  • 3+ years of experience working in the financial industry
  • Previous administrative support experience is required
  • Must have knowledge if MS Excel
  • Detail oriented
  • Strong data entry skills

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