Financial Consultant

Job description

Job Description Job Summary: It takes a village, they say. And at Hall & Dornan we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experience and insight is very important to our team. The Financial Consultant is the anchor of our team in many ways. The ideal candidate is a critical thinker and fast learner with strong communication and attention to detail. They are lifelong learners and truly enjoy people - the foundation of our business. By joining us, you’re joining a collaborative team you can count on! Essential Duties and Responsibilities: - Prepare financial reports, spreadsheets, and other required materials for client meetings - Attend client meetings, initiate follow up, and delegate tasks - Manage post meeting process, including tracking tasks to completion and working with team to ensure client experience is positive and efficient. - Enter trades, orders, and rebalances as requested - Ensure client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. - Prepare various business summary...