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Our Client is looking for a Financial Technicianwho thrives on details and planning. A typical day would entail setting goals, computer entry to analyze data, research on best plan and/or products for clients, case prep, client service, tracking and presentations. Must be able to multi-task, be a team player and adapt to change. Busy Financial planning office with a family feel.

A love of numbers and spreadsheets is an absolute MUST.

Requirements:

  • Prior Experience in Financial Industry
  • Highly organized and efficient with the proven ability to handle multiple projects, think creatively, and set priorities.
  • Keen attention to accuracy and detail while under tight deadlines.
  • Superb verbal and written communication abilities.
  • Excellent technical skills and demonstrated working proficiency in Microsoft Office, specifically, Outlook, Excel, Word, and PowerPoint.
  • Experience with Quickbooks

  • Canton, Ohio
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