Financial Retail Sales Assistant - Registered jobs in California

Position Summary:

The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team.  Shuster is an established firm looking for new talent that is eager to learn and grow with us.  The ideal candidate is intellectually curious, collaborative and proactively seeks additional responsibilities. 

Responsibilities:

• Integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
• Prepare reports to monitor plan participation, performance, and costs.
• Assist in preparation of client and prospect presentations.
• Participate in client meetings/report deliveries.
• Other ad hoc duties as assigned.

Experience and Technical Requirements:

• Strong analytical, problem-solving, planning, and organizational skills.
• Advanced MS Office skills with an emphasis on Excel and PowerPoint.
• Strong written and verbal communication skills.
• Must be dependable and can handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Experience with financial analysis and FP&A a plus.
• Experience with retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.)  a plus but not required.

Salary & Benefits Information

• Starting salary commensurate with experience.
• 401K, 401K 4% match, medical, dental and vision insurance.  

About Us

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors.

At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for an Internal Sales Assistant who shares our values and is passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are someone who is committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.