ForFutures Financial, Planning is a financial advisory practice of Ameriprise Financial Services LLC that prioritizes its people. The role involves conducting title research, compiling search packages, and interpreting tax records for escrow and title closings in Allegheny County.
Responsibilities
- Conducts title research to compile search packages ranging in complexity; documents all research within Allegheny County
- Processes departmental documents requiring specific knowledge of functional operations, type correspondence and reports from rough drafts
- Compiles, investigates and interprets tax records in order to determine tax liability
Skills
- High School diploma or equivalent
- 1+ years related experience
- Internet savvy
- Data entry/typing skills
- Standard MS skill set
- Investigative / research skills
- Verbal and written communication skills
- Knowledge of company terminology, search department procedures and tools
- Proficient with company operating systems
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
ForFutures Financial Planning,A financial advisory practice of Ameriprise Financial Services, LLC, is a true Financial Planning establishment focused on the education of its clients striving to create and preserve their wealth. It was founded in 1992, and is headquartered in Marlton, NJ, US, with a workforce of 2-10 employees. Its website is http://www.fafltd.com.