A multi-faceted position that requires exceptional client service abilities, attention to detail, critical thinking and a strong desire and ability to learn the inner workings of the financial services industry. If you are well organized, able to multi-task and not afraid of technology then this may be your ideal position. In this role you will serve the needs of the client and assist the Wealth Manger (licensed staff) prepare all necessary paperwork. A key responsibility will be taking on tasks so the Wealth Manager can focus on further building client relationships and assist clients reach their goals.
Training for the Securities Industry Essential exam will be provided and encouraged for the candidate expressing a true interest in furthering their knowledge of the financial services industry.
Job Type: Full-time
Pay: $35,000.00 – $45,000.00 per year
Work Location: One location
Job Description Who Are We? Taking care of our customers, our communities and each other. That s the Travelers Promise....Apply For This Job
Description The following are the Job Description for Finance Manager: Accounts receivable Invoicing for all the customersReconciliation of Revenue with...Apply For This Job
Job Description ReGeneration Schools, founded in 2016, is a network of 7 charter schools located in Illinois and Ohio. ReGeneration...Apply For This Job
FP&A Manager Position is REMOTE; East Coast only This position is an excellent opportunity to be hands on in a...Apply For This Job
You would be taking over responsibility for our client website division and managing our web department of 3 full-time employees...Apply For This Job
We are offering a $500 New Hire Bonus!Rate:$18.00-$21.00 per/hour Behavior Frontiers is an industry leader in ABA (Applied Behavior Analysis)...Apply For This Job