Finance Associate

Posted 09/08/2022 By Erika Byrnes

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
Want more information?

Complete the form below and Erika will follow up with you to discuss this position, or you can call her at 774-283-4919.

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