Small financial firm looking to add to their great team!
Excellent environment, flexible schedule, room for growth!
You will be:
- Working directly with Financial Advisors to help increase productivity through marketing and direct prospecting efforts
- Render clerical or administrative services to the RPIC
- Taking in-coming calls from clients; handle the paperwork for new accounts; enter customer provided information into a database system; maintain an FINRA Compliant filing system with all records that are generated when stocks, bonds, and other types of investments are traded
- Setting appointments for the Financial Advisors, either in person or over the telephone/WebEx
- Answering client questions and describe investment products and services
- Advising customers as to the status of orders or report trade prices to customers
- Administrative duties as needed