Top 3 Financial advisor assistant Jobs in Wooster, Oh

Account Manager
HUMMEL GROUP INC —Wooster, OH
- Background check
- Microsoft Outlook
- HIPAA
Quick Apply
9d

Discover related jobs

Based on your search for financial advisor assistant jobs.

Venture Analyst, Healthcare Strategy
Roundstone —Rocky River, OH
Conduct operator vetting and diligence on founders, management teams, and strategic partners, including background research, reference calls, and assessment of…
$75,000 - $90,000 a year
Quick Apply
Financial Service Representative FSR
Golden Circle Credit Union —Massillon, OH
Outbound calls including lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals. Back up teller line as needed.
$20 - $21 an hour
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Administrative Support Assistant
Cambridge Investment Research Advisors —Columbus, OH
Other tasks include: Drafting documents and correspondence. Financial services administrative support staff are responsible for *managing* projects, *follow-up*…
$14 - $16 an hour
Quick Apply
PROJECT ADMINISTRATOR - ENVIRONMENTAL DIVISION
EMH&T —Columbus, OH
Provide general administrative support, including travel coordination, handling phones, mail and email correspondence, scanning documents, maintaining project…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in wooster, oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor assistant jobs near wooster, oh

Account Manager jobs in Wooster, OH

Account Manager jobs in Boston, MA

Manager jobs in Michigan

Facilities Manager jobs in Texas

Account Manager jobs in St. Louis, MO

Account Manager jobs in Macomb, MI

Account Manager jobs in Bothell, WA

Account Manager jobs in Modesto, CA

Account Manager

HUMMEL GROUP INC -
Wooster, OH

Quick Apply

Job Details

9 days ago

Qualifications

Finance
High school diploma or GED
Driver's License
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

GENERAL PURPOSE:

The Account Manager is responsible for the day-to-day servicing of existing clients in tandem with the Financial Advisor. The Account Manager is responsible for developing and maintaining relationships with existing clients.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Conducts preparatory work for client meetings including generating financial reports and prefilling applications.
Completes assigned action items following client meetings at the request of the Financial Advisor.
Executes day-to-day service needs for existing clients.
Assists in the process of onboarding new clients by establishing new accounts, gathering necessary documentation, and updating client database.
Executes account transfer and rollover processing at the direction of the Financial Advisor.
Schedules client meetings on behalf of the Financial Advisor.
May process trades and distributions at the direction of the Financial Advisor.
May mentor other Account Managers or Assistant Account Managers.
May attend client meetings.
Other job duties as assigned.

REQUIREMENTS:

Knowledge, Skill and Ability

Fundamental understanding of financial service products and markets.
Excellent communication skills.
Ability to recognize problems and recommend solutions if a follow-up item does not appear to be correct or needs further review.
Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook.
Ability to use general office equipment including a computer, calculator, typewriter, fax machine, copier, and telephone.

Education or Experience

High School Diploma or equivalent.
One to three years of experience in the Financial Services is preferred.
Securities Industry Essentials (SIE) must be completed before start date.
Must have a current driver license and an insurable driving record.
Must pass the requirements of our broker dealer including fingerprinting and background check.

Working Environment/ Physical Activities

General Office work environment.
Requires regular use of arms, hands, and fingers.
Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
Required to lift and/or move up to 10 pounds.
Requires travel as needed, with some overnight business trips.

HIPAA Compliance

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

Quick Apply

Refine Your Search

financial advisor assistant jobs in wooster, oh

Account Manager

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in wooster, oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected