Vacancy expired!
A 24 year veteran of the financial services industry is seeking a capable, reliable and service-focused Personal Assistant to help him elevate his practice. Qualified person must be a team player and willing to assist in a wide-range of duties which include:
- Servicing existing client base and arranging for regular investment reviews.
- Assisting Advisor with establishing investment accounts and following up on transfers
- Handling client inquiries efficiently on both the telephone and an in writing
- Helping to create systems for faster business processing and better client experience
- Working with Advisor on marketing campaigns
- Periodic evening seminar/meeting assistance.
Previous experience in financial services is a plus but not a pre-requisite. Proficiency in Microsoft Office is a must. Position is 20 hours per week and does not include benefits. If interested, please send a resume. Office is located in Fairfield, NJ.
