Administrative Assistant for Financial Institutions

3 weeks ago


Middleburg Heights, Ohio, United States Wealth Management Financial Services Full time
About the Role

This is a unique opportunity to work with a reputable company in the financial services industry.

Job Duties
  1. Support advisors with client meeting preparation, report generation, and financial planning.
  2. Ensure compliance, Continuing Education, and Licensing are up-to-date.
  3. Manage client accounts, including creation, balancing, and trading.
  4. Prepare new account paperwork and perform various administrative tasks.
Qualifications
  • Licenses: Series 6, 65, 63, or 7 in the Securities Industry; Life and Health Insurance Industry licenses.
  • Desirable certifications: CFP, CLU/ChFC, Paralegal, etc.

Salary Range: $50,000 - $65,000 annually, commensurate with experience and qualifications.



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