Financial Services Support Specialist

4 days ago


Middleburg Heights, Ohio, United States Wealth Management Financial Services Full time
Job Description

We are seeking a highly skilled Financial Services Administrative Assistant to join our team at Wealth Management Financial Services.

Responsibilities:

  • Prepare for client meetings by generating financial reports and plans in collaboration with advisors.
  • Ensure compliance, Continuing Education, and Licensing requirements are met.
  • Create, balance, and manage client accounts efficiently.
  • Prepare new account paperwork accurately and promptly.
  • Provide overall office administration support.

Requirements:

  • Licenses in the Securities Industry (Series 6, 65, 63 or 7) and Life and Health Insurance Industry (Life and Health).
  • Any relevant financial designations (CFP, CLU/ChFC, Paralegal, etc.).

The estimated salary for this position is $55,000 - $65,000 per annum, depending on experience.



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