Executive Assistant – Finance and Investment

    Web ID: W6778
    Compensation: $60,000+ DOE
    Education: Bachelor’s Degree preferred
    Benefits: Comprehensive Benefits Package

An Administrative Executive Assistant is needed to execute all instructions of the Financial Advisor on the investment side of the business. The candidate must be a personable, detailed oriented, organized, task-oriented professional that enjoys being independent while working with a small team. Must be able to speak, write and service well within the financial realm.

Job Description:
  • Prepare & ensure new business is successfully submitted which includes both manual & electronic preparation of forms, obtaining signatures, acquiring documentation and detailed follow through.
  • Track all asset movement, including transfers & rollovers, and confirm all trading.
  • Be able to converse with clients, vendors, and broker/dealer.
  • Prepare Summary Statements & Policy Reviews.
  • Follow up with customer service all calendar reminders in CRM.
  • Update & maintain client spreadsheets for specific items such as Required Minimum Distributions & Variable Annuity Service.
  • Distribute both manually & electronically Quarterly Advisory Statements.
Job Requirements:
  • Bachelors Degree preferred or high level of previous experience in Finance and Investment industry.
  • 6 months or more securities or related industry experience. Securities licensed (Series 6 preferred)
  • Knowledge & proficiency in utilizing various software packages such as Microsoft Office, Outlook, & vendor web pages.
  • Experience in EMoney, Morningstar, RedTail, Constant Contact or other CRM systems preferred.
  • High degree of integrity and work ethic.
  • Strong detail orientation including the ability to review forms for accuracy & completeness.
  • Friendly attitude toward clients and customer service.

To Apply: Complete the form below and upload your most current resume.