Series 7 Assistant
Company: Ultimate Staffing
Location: Fort Worth
Posted on: February 24, 2021
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Job Description:
A world-renowned financial services firm is looking to welcome
an experienced Administrative Assistant to their team.--The ideal
candidate for the role will provide top-level assistance, support
wealth management clientele and execute trade orders as
needed.--Individuals in this role should be well-organized and be
comfortable providing support via phone, email and in-person while
maintaining the highest level of professionalism.
Responsibilities-- Provide customer support and finance knowledge
to guide clients through questions-- Performing wire transfers--
Support client requests for statements and information-- Build and
nurture client relationships-- Research and resolve account
issues-- Prepare and review client paperwork and ensure documents
are complete and in order-- Maintain client records and help
clients access their client portal-- Maintain rise awareness and
manage complianceQualifications-- 5 years of financial services
experience with a Registered Investment Advisor, dealer/broker
orwire house-- FINRA Series 7 required-- Series 66 or CFP a
plus
Keywords: Ultimate Staffing, Fort Worth , Series 7 Assistant, Other , Fort Worth, Texas
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