About Us:

Gaynes Financial Services is a purpose-driven independent financial planning and wealth management firm. We work with individuals and closely-held-business owners to help coordinate all aspects of a client’s financial life. We are founding members of Integrated Financial Group, a consortium of independent financial professionals.

Position Overview:

Gaynes Financial Services is looking to add an experienced Administrative and Customer Service Assistant to our fast-growing practice. The ideal candidate should have extensive administrative experience with a solid knowledge of the financial planning and wealth management industry, preferably securities and insurance licensed. This position provides the opportunity for the right candidate to interact with clients, the Director of Operations, the Financial Planning Team, and the financial advisors while working to grow the practice. Suitable candidates must have excellent communication, technology, computer, and organizational skills, as well as the confidence and experience to prioritize and make sound decisions.

Key Responsibilities:

This position requires an in-office presence.
Excellent computer skills
Highly organized
Great people skills
Willing to become a notary

Qualifications:

Candidates should have excellent customer service skills.
5-10 years’ financial experience is preferred
Licensed in securities and insurance in the state of GA a plus
Proficient with CRMs and Microsoft suite of software

How to Apply:

Please submit your resume to Hope Senn at hsenn@intfingroup.com.

Gaynes Financial Services

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