Related skills
financial planning excel series 7 microsoft word outlook📋 Description
- Provide professional client service handling requests and account maintenance.
- Review, maintain and process account documents; resolve complex client issues.
- Assist in crafting comprehensive financial plans for clients.
- Develop and implement periodic client mailings, communications and events.
- Facilitate transfer of client funds and securities; issue checks on request.
- Adhere to branch, firm and compliance policies and regulations.
🎯 Requirements
- Eager to grow in financial services; opportunity to complete SIE and Series exams.
- High school graduate or comparable experience; post-secondary education preferred.
- Solid tech skills (Word, Excel, Outlook) to optimize client experience.
- Proven ability to build client relationships with strong communication and problem-solving.
- Strong attention to detail and accuracy; ability to perform semi-advanced math.
- Ability to handle multiple demands and deadlines in a regulated environment.
🎁 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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