Financial Consultant Assistant
4 weeks ago
The Opportunity: Provide comprehensive service and administrative support to a successful Financial Consultant in the Greater Detroit area.
What You'll Do:
- Process documents that relate to account opening and account servicing.
- Provide general administrative support using all required back-office systems and procedures.
- Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
- Act as liaison with branch staff in promoting Investment Services' mission.
- Promote and support Financial Consultant through support functions including direct calls and assisting branch staff in referral efforts.
What You'll Need:
- High school diploma or equivalent.
- Two years customer service experience, financial preferred.
- Current FINRA series 6 & 63 licenses or attain licenses within 12 months of hire.
- Current series 7 license preferred, or ability to attain within 24 months of hire.
- Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
- Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
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