Financial Assistant
3 days ago
Do you have administrative experience in a financial services setting? Our client is seeking a Financial Assistant to join their professional, investment management team. This individual will support the advisors and oversee client engagement.
*Schedule: Monday - Friday (Full-time)
*Pay: $40,000+/year (DOE)
*This is a temp to hire position or direct hire for the right candidate
Responsibilities:
-Prepare proposals, new account applications and meeting materials
-Schedule and coordinate client appointments and follow-ups.
-Maintain accurate and up-to-date client records.
-Prepare seminar materials, including handouts and multimedia presentations
-Provide timely responses and a high degree of initiative to client inquiries.
-Maintain a helpful and willing attitude to serve.
Qualifications:
-Financial Services experience (preferred)
-Strong organizational skills and attention to detail.
-Excellent communication and interpersonal skills
-Proficient computer skills (Financial Software, CRM and Microsoft Office Suite)
-Ability to work independently and as part of a team.
If you are eager to contribute to a growing team's success as a Financial Assistant, submit your resume today or call 814-238-3750.
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