Finance Associate Job at Financial Benefit Services Corporation

Financial Benefit Services Corporation Portland, ME 04102

$38,000 - $40,000 a year

Excellent opportunity to join a well-established and growing Financial Services Wealth Management Firm located in Portland Maine. A financial planning associate will provide support to our financial advisors in the form of research, drafting, and the completion of tasks. The associate will assist in the generation of client reviews which includes data entry and attention to detail.

This associate will work in a team setting collecting information for various projects at once, and working directly with our advisors, often in something of a mentorship or direct training relationship. This associate will work in a fast paced environment and rewarding career path with growth potential. This individual will work in a synergistic environment where it is critical to operate within the company’s policies and practices.

Job Type: Full-time

Pay: $38,000.00 - $40,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Application Question(s):

  • Candidates must be fingerprinted and pass security background check.

Work Location: In person




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