You will be an assistance for an investment advisor. You will be trained in all of these areas:
You will be assisting the advisor with the transition of his business.
Tasks will include assisting the advisor in transferring his accounts to his new firm : Opening accounts on computers.
Submitting transfer forms. Sending out emails to clients. Processing client forms.
Benefits: Learn about the investment industry.
Earn a substantial bonus he first two months ( extra $1200 each of the first two months for quality work and effeciveness. This $1200 will be paid in addition to the hourly wage).
Work alongside a veteran financial advisor. Receive paid-for training for valuable skills within he investment industry.
Skills and activities required:
Prep DocuSign and wet-ink (FedEx) packets; track forms and account openings.
Handle client calls/emails, schedule visits, update CRM
Light office admin: scanning, mailing, filing
What you need:
Organized, detail-driven, good with people
Proficient with Microsoft Office (Outlook/Word/Excel)
Comfortable learning new software and following checklists
1–3 yrs admin or client service experience preferred but not required(finance/banking a plus)
Why you’ll like it (benefits)
Paid training on investment-industry systems & workflows
Career growth: exposure to the securities field; advancement potential (future licensing support may be available)
Flexible daytime schedule (30 hrs) with some remote work possible after 6 weeks.
Small, supportive team; meaningful client impact; résumé-building experience
