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Financial Services Coordinator

AG Foundry - Recruiting & Staffing
Wayne, PA Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

We are seeking an experienced Financial Services Coordinator to join our team at AG Foundry - Recruiting & Staffing.

The ideal candidate will have 3 years of relevant experience as a Registered Sales Assistant and extensive knowledge of online trading, client service, and compliance.

Responsibilities include:

  • Assisting financial advisors with sales and operational activities.
  • New client onboarding and document management.
  • Electronic filing and basic money movement functions.
  • Trade processing and rebalancing in model portfolios.

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