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Job Description

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Implementation Administrator star

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MarsJewett Financial Group, Inc.

Bellevue, Washington, United States

Date Posted:
04/21/2011
Categories:
Administrative - Financial Services/Insurance
Job Type:
Full-Time
MarsJewett Financial Group, Inc.
Job Description:
Who We Are: MarsJewett Financial Group provides planning services to successful families seeking
guidance for their financial complexities. Our team of professionals comes alongside clients to navigate
these challenges. We seek to thoroughly understand our clients' aspirations; then apply our experience
and wisdom to build a financial plan tailored to their unique objectives. We advise in the areas of
investment, retirement, tax, insurance, estate, and charitable planning.
Implementing any financial decision demands a high degree of attention. Paperwork must be
completed to document the action. Careful monitoring must follow to ensure changes occur as
intended. We are seeking to hire an administrator who will process and monitor these items. They will
be responsible for investment account opening, asset transfer, trading, applications, etc.

Who You Are: Dealing with a client’s finances is a great responsibility. You would be successful in this
role if you are organized, thorough, and naturally seek a high degree of follow through to ensure your
work has been fully completed. As a small office we work together as a team and aid each other which
is often necessary. Patience and willingness to put a task on hold to assist others is essential. A genuine
team player would succeed in this office environment. Service is of the utmost importance.
Enthusiastically interacting with clients and a helpful attitude are essential to promote a positive
atmosphere.

Further qualifications include:
1. BA/BS degree and/or an equivalent combination of education and experience.
2. Two years’ experience providing exceptional customer service.
3. Minimum of two years’ experience in financial services.
4. Exposure and understanding of mutual funds, retirement plans, insurance, etc.




Securities and advisory services offered through Financial Network Investment Corporation, Member SIPC. MarsJewett Financial Group, INC.
and Financial Network are not affiliated.
Contact Employer Apply Now

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About the Company

MarsJewett Financial Group, Inc.

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