Analyst The Carta Group

Community Financial System, Inc. • Syracuse, NY • 2h ago

Overview The Carta Group A premier fee-based financial planning firm that can help chart your course toward a more comfortable future. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future! Our financial plans are developed through a mix of personal attention and careful financial guidance. They are designed to meet unique challenges, pursue specific goals, and most importantly, help you Responsibilities 1. Provide assessments of client investment allocations 2. Assist in the management of investment systems including developing client investment recomemendations 3. Peform analysis of clients finiancial situation for financial planning purposes 4. Manage systems created for client contacts and prospects. Including emails, social media, newsletters, mailings, etc. 5. Maintain and assist in creation and distribution of updated marketing materials 6. Willing to learn and become proficient at all operatonal systems currently used by The Carta Group (eMoney, Redtail, YCharts, FI360, Morningstar, FMG Suite) 7. Work closely with Carta Group members to ensure all incoming client service requests are handled in a timely and accurate fashion 8. Maintain neat, timely and accurate records for regulatory and business purposes. 9. Assist with additional administrative duties as assigned Qualifications Education: College Degree in the area of Finance or Business. Skills: Proficient reading, writing, grammar, and mathematics skills; excellent interpersonal relations and communication skills; intermediate Microsoft Word, Excel,Power Point and email systems skills. Experience: Minimum of one (1) year experience Education: College Degree in the area of Finance or Business. Skills: Proficient reading, writing, grammar, and mathematics skills; excellent interpersonal relations and communication skills; intermediate Microsoft Word, Excel,Power Point and email systems skills. Experience: Minimum of one (1) year experience Other Job Information Hours:40 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! To apply to this position or to see a full listing of current openings please go to: Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/fem ales/veterans/individuals with disabilities/sexual orientation/gender identity.

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