Related skills
series 7 microsoft excel microsoft outlook microsoft word series 66📋 Description
- Provide professional client service handling requests and account maintenance in a regulated environment.
- Review and process account documents; resolve complex client issues.
- Help craft financial plans for current and prospective clients.
- Develop and implement periodic client mailings, communications and events.
- Facilitate transfer of funds and securities; issue checks on request.
- Seek to innovate and streamline processes.
🎯 Requirements
- Eager to grow in Financial Services; opportunity to gain SIE and Series 7, 66.
- High school graduate; post-secondary education or comparable experience preferred.
- Strong tech skills (Word, Excel and Outlook); willingness to learn.
- Proven ability to build client relationships with strong communication.
- Strong attention to detail and accuracy; able to perform semi-advanced math.
- Ability to manage multiple demands and deadlines.
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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