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Series 7 Assistant

Company: Ultimate Staffing
Location: Fort Worth
Posted on: February 24, 2021

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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