Why Work Here?
“Mission based company offering flex schedule and healthy culture”
Join our firm and help us improve the financial services industry. Work in a positive and encouraging environment with a team dedicated to excellence. We will value your contributions and perspectives. This position requires a minimum of three years' experience in the investment industry. Must be proficient in Excel, Outlook and Word. Must have experience with securities paperwork for custodians such as Charles Schwab. Broker Dealer experience a plus.
We are seeking an Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.
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About Investment Firm:
Financial Advisory and Fractional CFO services firm with a large and growing client base of exceptional business owners and families. We provide multidisciplinary services to help them protect and grow their financial resources.
Prism Financial Concepts is changing the way financial services are delivered to, and utilized by, entrepreneurs and investors.
Our mission is to empower savvy entrepreneurs and investors to make the best use of their capital through financial education, in partnership with their advisors. Investment advisors of the firm do not accept commissions or incentive fees allowing us to provide unbiased and objective perspectives. Our flat fee billing solution is designed to fit a range of needs while maintaining alignment of fees and services provided.
At Prism Financial Concepts we have assembled an exceptional team of financial service professionals who embody our values and fit our client focused culture. These individuals believe in putting people first in the planning process and the vision of improving their community and the world around them through the work they do with every client. We are proud of the experience, education and dedication they bring to each and every planning relationship.
