Job description
Overview:
The purpose of this position is to assist Financial Services Financial Consultants and Financial Services clients. In this role, you must be able to work independently and as part of a team to support the Financial Consultant and ensure client satisfaction.
Responsibilities:
- Open and service client accounts
- Administrative duties for office such as answering phones, filing, as well as other duties as needed
- Prepare reports for presentations, expense reports, and report distribution
- Maintain client and office files
- Coordinate scheduling of appointments and consultants
- Enter and confirm securities transactions
- Perform additional duties as assigned.
Required:
- SIE, Series 7 & 63, 65 or 66 Securities licenses or 2 years of Financial Services Experience
- Financial Services product knowledge
- Retirement products and new account knowledge
- Excellent Customer service skills
- Computer skills, data entry
- Time management skills
- Teamwork Skills
Preferred:
- College education in Business/Financial Services preferred
- Insurance license preferred
- Proficiency in Microsoft Office Suite preferred
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