Investment Assistant II
2 weeks ago
Citizens Securities, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to support our financial advisors and clients.
Key Responsibilities:
- Act 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 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
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 Schedule:
Hours per Week: 40
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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