Related skills
excel series 7 microsoft word outlook series 66📋 Description
- Provide professional client service and account support.
- Review, maintain, and process client documents and information.
- Assist with crafting comprehensive financial plans for clients.
- Assist in developing and implementing periodic client mailings, communications and events.
- Facilitate transfers of funds and securities; issue checks on request.
- Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
🎯 Requirements
- Complete SIE and FINRA Series 7; Series 66 (or Series 63/65).
- High school graduate; post-secondary education preferred.
- Solid skills in Word, Excel, Outlook; willingness to learn new tech.
- Build client relationships with strong communication and problem-solving.
- Strong attention to detail and accuracy; semi-advanced math.
- Ability to manage multiple demands and priorities in deadlines.
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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