What are the responsibilities and job description for the Assistant to Financial Advisor position at Fortis Lux Financial?
We are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored.
Qualifications
- Assist financial advisor with daily activities, including maintaining calendars
- Interact with clients in person and over the phone
- Prepare and review new account paperwork
- Facilitate and resolve client service requests
- Advanced knowledge of Microsoft office
- Handle confidential and / or sensitive information responsibly
Required
Preferred
This is a hybrid position. Must be able to commute to New York City.
