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Must pass FINRA background check
This is not a "remote" position
Previous Brokerage / Financial Planning Support experience
Ability to pay strong attention to detail orientation and ensure accuracy and completeness of all forms, letters, emails, etc.
Ability to organize and prioritize work
Ability to work cooperatively in a team environment
Ability to organize, prioritize and handle multiple tasks
Ability to work under pressure and meet deadlines
Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
Perform administrative and support functions for the day-to-day office operations including maintaining files, preparing correspondence, running reports, answering telephones, scheduling and confirming appointments, copying materials, and faxing information.
Research and resolve client service problems by contacting the Home Office and Sponsor Companies to resolve problems or errors as needed.
Assemble, organize, coordinate, and maintain all client paperwork.
Communicate with clients to complete new accounts, asset transfers, and other forms.
Set-up and maintain client management system