Financial advisor assistant-wealth management
Wealth Management company is looking for an Executive Assistant to support their team of Financial Advisors. Please apply if you have excellent customer/client service experience and have worked in a Wealth Management environment, specifically with handling cash and making deposits.
Skills and Abilities: Self-motivated, team player with energetic, positive, caring disposition looking to grow and learn. Working knowledge in Excel, Word, PowerPoint, and operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Analyzing information from multiple sources. Confidently communicate with high-net-worth individuals and executives effectively both orally and in writing to provide client experience like a 5 star hotel.
Maintain confidentiality. Marketing and presentation development expertise. General knowledge of investment concepts, practices and procedures used in the securities industry, financial markets, and industry products. Educational/ Experience/Licensing: Required Education: Associates Degree/Preferred Education: Bachelors Degree Required Experience: 2-4 years Experience/Preferred Experience: 4-7 years Experience in the financial services industry Preferred Licenses/Certifications: Series 7, 63/65 (or 66.)
salary: $50,000 - $60,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Associate
Responsibilities
You will perform a variety of tasks to provide pro-active support to a lead financial
advisor to ensure our clients receive excellence. You enjoy communicating with
internal team members and external clients in person, by phone, and video
conference. Every communication should inspire trust and confidence in our firm
and in our care for our clients. You use your positivity and work ethic to keep
processes moving and address client needs. Your confidence and adaptive
learning style allows you to ask for help, get additional training, or escalate tasks
and issues to a higher level as needed.
You will be comfortable following established procedures and receive direction to
perform tasks with substantial variety and complexity. This is where we begin, and
we are always improving. Are you someone who likes efficiency and making an
impact? We want a self-motivated, dynamic thinker who can help us facilitate
growth so we can help more people live their best life-including you.
The essential functions of this role include:
• working in a smoke free environment
Skills
• Office Management (3 years of experience is required)
• MS Office (5 years of experience is required)
• Wealth Management (1 year of experience is required)
• Cash Handling (2 years of experience is required)
• Client Support (1 year of experience is required)
Qualifications
• Years of experience: 3 years
• Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
Skills and Abilities: Self-motivated, team player with energetic, positive, caring disposition looking to grow and learn. Working knowledge in Excel, Word, PowerPoint, and operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Analyzing information from multiple sources. Confidently communicate with high-net-worth individuals and executives effectively both orally and in writing to provide client experience like a 5 star hotel.
Maintain confidentiality. Marketing and presentation development expertise. General knowledge of investment concepts, practices and procedures used in the securities industry, financial markets, and industry products. Educational/ Experience/Licensing: Required Education: Associates Degree/Preferred Education: Bachelors Degree Required Experience: 2-4 years Experience/Preferred Experience: 4-7 years Experience in the financial services industry Preferred Licenses/Certifications: Series 7, 63/65 (or 66.)
salary: $50,000 - $60,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Associate
Responsibilities
You will perform a variety of tasks to provide pro-active support to a lead financial
advisor to ensure our clients receive excellence. You enjoy communicating with
internal team members and external clients in person, by phone, and video
conference. Every communication should inspire trust and confidence in our firm
and in our care for our clients. You use your positivity and work ethic to keep
processes moving and address client needs. Your confidence and adaptive
learning style allows you to ask for help, get additional training, or escalate tasks
and issues to a higher level as needed.
You will be comfortable following established procedures and receive direction to
perform tasks with substantial variety and complexity. This is where we begin, and
we are always improving. Are you someone who likes efficiency and making an
impact? We want a self-motivated, dynamic thinker who can help us facilitate
growth so we can help more people live their best life-including you.
The essential functions of this role include:
• working in a smoke free environment
Skills
• Office Management (3 years of experience is required)
• MS Office (5 years of experience is required)
• Wealth Management (1 year of experience is required)
• Cash Handling (2 years of experience is required)
• Client Support (1 year of experience is required)
Qualifications
• Years of experience: 3 years
• Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Applications accepted on ongoing basis until filled.
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