What You’ll Do:
Benchmark investment portfolios using Morningstar-Monthly
Prepare client reviews
Prepare 401K reviews
Input data for financial plans using Money Guide Pro
Help create practice management tools
Create 401K marketing campaigns
Custom client analysis/research
What You’ll Need:
Must be comfortable navigating unfamiliar software
Must know Microsoft Office
Must be comfortable engaging in phone calls with perspective clients
Be comfortable with administrative tasks
Be comfortable working independently at times
Hours: Approximately 25 hours per week initially (9am-2pm)
The job search can be a pain. That’s why we’re here.
BARRYSTAFF has been putting people to work for over 30 years and remains the most successful locally-owned staffing agency in Dayton. With offices in Dayton, Piqua and Springfield, we specialize in industrial, clerical, and permanent placements. If you are looking for a new career, or if you are an employer looking for new talent, you are in the right place.
Welcome to BARRYSTAFF. Let’s go to work.
Job Type: Part-time
Salary: $14.00 to $15.00 /hour
You can also email your resume to a BARRYSTAFF recruiter at