Related skills
excel finra series 7 microsoft word outlook📋 Description
- Provide professional client service, manage requests and account maintenance.
- Review, maintain and process account documents; resolve complex issues including suspicious activity.
- Assist with crafting financial plans for current and prospective clients.
- Facilitate transfer of client funds and securities and issuance of checks on request.
- Adhere to branch, firm and compliance policies and regulations.
- Seek to innovate and streamline processes.
🎯 Requirements
- Eager to grow in Financial Services; opportunity to complete SIE, Series 7, and Series 66.
- High school graduate; post-secondary education or related experience preferred.
- Solid tech skills: Word, Excel, Outlook; eager to leverage tech to help clients.
- Proven ability to build client relationships with strong communication and problem-solving.
- Strong attention to detail and accuracy; capable of semi-advanced math.
- Ability to handle multiple demands and competing priorities under 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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