Financial Management Inc. is a growing investment service firm that was founded with the purpose of helping individuals and small businesses pursue their financial goals.  We take pride in providing our clients with value-added services such as strategic business planning, individual financial planning and all other financial needs.  We provide outstanding services because of our dedication to all our business and individual clients.  Our experienced LPL financial advisor team is committed to deliver tailored solutions to help our clients with their financial objectives.

Our Values: To Glorify God and Serve Others

Responsibilities

• Prepare and process client paperwork before and after meetings.
• Assemble meeting folders and materials.
• Manage advisor annual client reviews and follow-up tasks.
• Schedule and confirm client appointments.
• Process daily bank deposits.
• Maintain accurate client records and assist with administrative and operational projects.
• Develop a strong understanding of Financial Management Inc.'s procedures, workflows, and service offerings, with an emphasis on regulatory requirements and compliance best practices.

What We're Looking For

• Exceptional attention to detail—accuracy is essential.
• Strong organizational and time management skills.
• Professional communication and customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Word, Excel, and internet-based software applications.
• Strong keyboarding and computer skills.
• A high level of professionalism and understanding of confidentiality.
• A positive attitude and willingness to learn.
• Previous administrative, banking, or financial services experience is a plus.

Why Join Financial Management Inc.?