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Investment Assistant II

2 months ago

Conshohocken, Pennsylvania, United States Citizens Full time
Investment Assistant II Role

Citizens 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 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
Requirements:
  • Understanding of general banking and wealth management services
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office; experience with Salesforce a plus
  • Self-motivated, organized, detail-oriented, confident, and able 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
Education and Certifications:
  • 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 required
Work Environment:
  • Hours per Week: 40
  • Work Schedule: M-F

Citizens Securities, Inc. is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.