Tacka Financial is a small financial planning firm with an immediate opening for a permanent, part-time, investment management assistant with an interest in financial services.
Applicant will be responsible for providing all back office support to include application processing, report preparation, meeting planning, product research, and marketing support, in addition to general administrative support and client relationship maintenance.
Ideal candidates will like to be busy, have the ability to multi-task, work efficiently, with close attention to detail, are proactive, and take great pride in their work. No cold calling required!
Position requirements:
20 - 25 hours per week
3 - 5 years industry related experience
Ability to work independently and with a team
Excellent organizational, communication & computer skills
Software skills required: Microsoft Office - MS Word, Excel, & Outlook
Series 7 & 63 securities licenses and life and health insurance experience a plus but not required
Applicant must have own transportation.
Location: Ellicott City, MD
Compensation: Salary commensurate with experience.
This is a part-time job.
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
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