What are the responsibilities and job description for the Account Manager position at DMK Advisor Group, Inc.?
Account Manager for Broker Dealer/RIA role includes the following:
Primary Trading Associate (mutual funds, ETFs, Stocks)
Maintain Systems (Morningstar, YCharts)
Open and Service Accounts
Assist Advisors
Prepare Reports for Chief Investment Officer
Special Projects
Minimum Requirements:
High attention to detail.
Strong organizational and time management skills.
Strong oral and written communication skills.
Microsoft Office.
Adaptable and willing to learn.
Series 6 or 7 license helpful but not required.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Lutz, FL 33558 (Preferred)
Ability to Relocate:
- Lutz, FL 33558: Relocate before starting work (Preferred)
Work Location: In person
Salary : $50,000