What are the responsibilities and job description for the Financial Advisor Assistant position at Entech Staffing Solutions?
Entech Staffing is seeking a motivated Financial Advisor Administrative Assistant to support a Financial Advisor (s) in Troy.
Key responsibilities include :
Scheduling and confirming client appointments.
Preparing and processing client documentation.
Maintaining accurate client records.
Managing client communications.
Providing exceptional client service.
Opening accounts.
Prefers candidates who are licensed (Series 7) and those candidates who have worked in the securities industry.
If you excel in a fast-paced environment and have a passion for client support, we want to hear from you!
Salary $50K to $60K and could be a direct hire for the right candidate.
troy
PandoLogic. Keywords : Staffing Consultant, Location : Troy, MI - 48098 , PL : 596736660
Salary : $50,000 - $60,000
