Job Details

Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections. Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling. Prepare for client meetings and presentations. Create quarterly performance reports and distribute to clients. Conduct cost basis research. Perform additional duties and assist with projects as assigned. What makes this opportunity great:Gain first-hand experience into the day in the life of a successful Financial Advisor and their team. What we look for:Excellent customer service skills and exceptional telephone etiquette. Demonstrates a high level of professionalism and positive attitud...Worker, Financial Advisor, Student, Client Specialist, Retail