Administrative Assistant – Financial Planning

SK Wealth Management, LLC, a personal financial planning, investment management services firm, located in Providence, RI, is currently seeking a qualified individual to serve as an Administrative Assistant to work as part of the SKWealth team to provide administrative support to the financial planning team.
Position Description
This position works as part of the SKWealth team to assist with client service and coordination of client data for various software applications.

 

Specific responsibilities of this position include:
  • Assist in onboarding of new investment clients
  • Schedule client appointments and various other client communications
  • Coordinate document storage (electronic and hard copies)
  • Assist in supply orders/seasonal tasks
  • Coordinate client appointments with outside resource professionals
  • Assist with follow-up of pending tasks/communication
*This position is part-time (12-20 hrs.) with flexible work hours.
Qualified candidates should have:  Candidates should possess the following attributes: accuracy, responsiveness, effectiveness, reliability, and flexibility. 

 

Necessary skills include: 
  •   Good communication skills
  •   Proficient in CRM software (Junxure)
  •   Proficient in Word, Outlook
  •   Knowledgeable with Excel

 

Additional skills critical to success in this role include the ability to:  establish specific priorities, define and realign objectives, coordinate schedules, identify inconsistencies and adjust procedures, and review lists and record information. 

 

Interested applicants should send cover letter and resume to hr@sansiveri.com

 

Firm Overview:
SK Wealth Management, LLC, an affiliate of Sansiveri, Kimball & Co., LLP, has recently been recognized as one of the “2019 Best Places to Work” by Providence Business News and Best Companies Group.  Sansiveri is also a nine-time recipient of the “When Work Works/Alfred P. Sloan Award for Workplace Flexibility” – this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace.  SKWealth offers a highly professional and employee-friendly workplace with competitive salary, benefits, and opportunities for advancement.

Our firm's reputation depends on the caliber of our people.

Jason M. DaPonteManaging Partner

It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

Paid Holidays

Paid PTO

Half-Day Fridays

Wellness Programs

Tuition Assistance

CPA Exam Bonus

We take care of our people by providing a comprehensive compensation package.

  • Health Insurance – Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.

  • Dental Insurance – Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.

  • 401(k) Retirement Savings Plan – Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.

  • Flexible Benefits Plan (Section 125) – Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.

  • Half-day Fridays – Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day

  • Tuition Assistance – We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.

  • Direct Deposit – Employees may elect to use direct deposit for their semi-monthly paychecks.

  • Group Life Insurance – Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.

  • Group Long Term Disability Insurance – Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.

  • Paid Time Off (PTO) – Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.

  • Holidays – Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.

  • CPA Exam Policy – Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.

  • Client Lead Program – Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.

  • Aflac – Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.

  • Wellness Initiative – Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.

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Break new ground. Join a team where you can apply your talents to help support and revitalize influential clients who are defining the future. Your tomorrow depends on where you decide to go to today. 

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