Financial Services Assistant

Company: Rehmann
Location: Grand Rapids
Posted on: April 20, 2025

Job Description:

Your passion. Your purpose.

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

We are seeking a talented Financial Services Assistant for our Wealth Management team.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

How You Will Make an Impact at Rehmann:

Conducting research, gathering & analyzing data and preparing forms and reports
Working with an advisory team to assist clients with their wealth management needs
Provides high-level support preparing applications, business development projects, and client communications with a high attention to detail
Drafting documents, proposals, exhibits, presentations and correspondence with a high attention to detail
Working as a liaison between clients and their financial advisors
Ensuring accurate and updated information is maintained in our CRM System; including phone calls, client actions/requests and meeting notes
Working with custodians and vendors to ensure that client requests are completed accurately
Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met
Working with our team to cross-train in administrative and technical functions

Your Desired Skills, Values & Experiences:

1 - 3 years of experience in the financial services; experience in a similar role preferred (paralegal, legal studies, legal assistant, etc.)
Associate degree in general business or similar education/experience combination
Outstanding client service and communication skills
Commitment to being an excellent representative of the Rehmann brand
Working knowledge of Microsoft Word and Excel
Ability to multi-task while providing outstanding customer service to our internal and external clients
Ability to handle communications in a discrete and confidential manner
Ability to thrive in a deadline-oriented, fast-paced environment
"Can do" attitude and team player
Enthusiasm for helping others be successful
Unwavering integrity in all situations

We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.

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Keywords: Rehmann, Grand Rapids , Financial Services Assistant, Accounting, Auditing , Grand Rapids, Michigan