Related skills
excel microsoft word outlook📋 Description
- Provide professional client service for account maintenance and requests.
- Review and process client documents; resolve complex issues.
- Assist in crafting financial plans for current and prospective clients.
- Assist in developing periodic client mailings, communications and events.
- Facilitate transfer of client funds and/or securities; issue checks.
- Adhere to branch, firm and regulatory policies.
🎯 Requirements
- Grow in Financial Services; opportunity to complete SIE and Series exams.
- High school graduate; post-secondary education preferred.
- Solid technology skills: Word, Excel and Outlook.
- Strong communication and problem-solving to build client relationships.
- Attention to detail and basic math; manage multiple priorities.
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contributions
- Generous sick, vacation, and parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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