Financial Services Associate
3 weeks ago
We are seeking a highly motivated Financial Services Associate to join our team at Windward Capital Management Company. As a key member of our staff, you will play a vital role in servicing our clients and supporting the growth of our business.
Key Responsibilities
Your primary responsibilities will include assisting the CEO and other registered representatives in daily client servicing activities, including setting up meetings, responding to customer inquiries, and preparing presentation packages for client meetings. You will also be responsible for trade order entry and release, as well as other back office operations and office administration tasks.
Requirements
To be successful in this role, you will need to possess a strong understanding of financial services and excellent communication skills. A bachelor's degree or equivalent experience is required, as well as Series 7 and 63/66 licenses. Experience with Advent/Moxy or other portfolio management systems is highly desirable, and proficiency with Microsoft Office (Excel and Word) is necessary. The salary range for this position is $60,000-$80,000 per year, based on experience.
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