Investment Assistant II
2 weeks ago
Citizens Securities, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to join our team. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients.
Key Responsibilities- Serve as the primary liaison between clients, financial advisors, and internal departments
- Complete new client onboarding and service requests for existing clients
- Schedule and confirm client appointments
- Submit cases into workflow and follow through to funding
- Manage CRM and pipeline entry
- Sustain expertise on operational processes and systems
- Understanding of general banking and wealth management services
- Excellent verbal and written communications skills
- Proficiency in Microsoft Office; experience with Salesforce a plus
- Self-motivated, organized, detail-oriented, confident, and ability to multitask and prioritize
- Continuously exhibits personal integrity, professional initiative, highly adaptable to change, and open to new ideas
- A track record of working effectively in a team environment and building strong relationships with teammates, business partners, and specialists
- College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience
- A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required
- Must be able to obtain Series 7 and 66 within a specific timeframe
- Hours per Week: 40
- Work Schedule: M-F
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
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Investment Assistant II
4 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeInvestment Assistant II RoleCitizens Securities, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to join our team. As a key member of our Wealth Management department, you will play a critical role in supporting our Financial Advisors and clients.Key Responsibilities:Serve as the primary liaison between clients, Financial...
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Investment Accountant
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Electronics Technician II
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Electronics Technician II
2 days ago
Conshohocken, Pennsylvania, United States Sharp Corporation Full timeElectronics Technician II Job DescriptionSharp Corporation is seeking a skilled Electronics Technician II to join our team. As an Electronics Technician II, you will play a critical role in ensuring the smooth operation of our packaging equipment and supporting our production team.Key Responsibilities:Collaborate with production supervisors to prioritize...
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Electronics Technician II
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SAP Developer II
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Structural Engineer II
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Conshohocken, Pennsylvania, United States Hamilton Lane Full timeAbout Hamilton LaneHamilton Lane is a leading global investment management firm that provides private markets solutions to institutional investors. We are committed to delivering exceptional investment performance and exceptional client service.The OpportunityWe are seeking a Senior Associate/Vice President to join our Operational Due Diligence team in our...
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Conshohocken, Pennsylvania, United States Hamilton Lane Full timeAbout Hamilton LaneHamilton Lane is a leading global investment management firm that provides private markets solutions to institutional investors. Our team is dedicated to delivering exceptional investment performance and exceptional client service.The OpportunityWe are seeking a Senior Associate/Vice President to join our Operational Due Diligence team in...
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Senior Financial Analyst
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