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TemporaryWachovia - Bellingham, WARESPONSIBILITIES: We are looking for an energetic, bright individual who enjoys working in a fast paced, challenging environment. The candidate will type letters, forms, and reports from rough draft. The candidate will send mailings for Financial Advisors using Microsoft Word and Excel. Establish and maintain filing and record keeping necessary to meet regulatory requirements and support Financial Advisors sales efforts. This position will set up new accounts and securities by entering orders and processing deliveries and payments. Handle telephone inquiries and requests for research reports. Provide account information and quotes while focusing on customer retention. Research and resolve customer account problems, create and produce reports and spreadsheets for Financial Advisor. Assist Financial...originally from Wachovia - More Tools...
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Wachovia
Bank Holding Company National Banks Mortgage Banking Investment Advisory & Brokerage Services
| Company Type | Public (WB:NYS) |
| Company Revenue | $500M+ |
| Company Size | 5000+ employees |
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