Vacancy expired!
Financial Advisor Assistant
Schenectady, New York, United States (offices are in Salem and Clifton Park)
Principal of financial services firm seeks assistant for comprehensive support. Requirements include: BA/BS from US college; excellent customer relations skills; previous experience with high net-worth individuals; interest and familiarity with small business operations and meticulous attention to detail. Preferred but not required: Series 7 and SIE licenses and an interest in becoming a financial advisor or financial planner in the future.
Responsibilities include: Reception / office management; continual telephone and email client contact; detailed calendar; maintaining associated all paperwork and files; creating lists of scheduled account-related activity; resolving IT issues; and client meeting preparation. When licensed: managing Redtail; transacting trades; completing all blotters in Investalink Weekly; and keeping Notary Public and Securities licenses in good standing.
There is considerable room for growth in this position both with respect to salary and roles/responsibility.
Cover, resume, photo (optional).
M-F, 9-5; $45K-$60K (varies with experience).
