A local Wealth Management company is in need of an Assistant to a Financial Advisor. Experience within the financial industry is required. This Job will entail corresponding with clients by phone and email, managing calendars, assembly of paperwork for meetings, keeping tight control over filing and submitting of client paperwork, upholding a strict level of confidentiality, and liaising with both the administrative staff and other professional staff for daily tasks. General requirements for this position are punctuality, self-starter, excellent customer service, attention to detail, an aspiration to continually learn, and exceptional organization. Your level of performance and attitude will be a large part of determining our clients’ level of satisfaction with our services. Specific requirements for this position would be minimum 2 years working in the financial services industry (individuals with Securities Licenses preferred).
Hourly rate will be between $29.00 and $34.00 per hour based on specific qualifications, retirement plan with matching up to 3%, group health insurance partially paid by employer, paid sick days and select holidays, and paid vacation after one year of employment.
Job Type: Full-time
Pay: $29.00 - $34.00 per hour
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
