FINANCE ASSOCIATE

Raleigh-Durham, NC

Post Date: 05/24/2018 Job ID: 5.24 1 KEF Industry: Employee Benefits & Retirement Services Pay Rate: $40,000 - $55,000

FINANCE ASSOCIATE

Rapidly growing privately owned financial services firm seeks dynamic FINANCE ASSOCIATE to join their well established team.  GREAT opportunities for learning and growing! 

  • Project management
  • Set up new wealth clients
  • Wealth billing
  • Assist with corporate cash processing and accounts payable
  • Assist with acquisitions

 Finance

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FINANCE ASSOCIATE

  • MUST have degree in Accounting and/or Finance
  • 1-3 years applicable experience
  • Strong organization and communication skills
  • Commitment to the highest quality of work
  • Strong collaboration skills (team player)
  • Passion for the Financial Services industry!

 

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Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.


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