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Administrative Assistant - Investment Services

Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No
Industry : Financial Services

Job Description :


  • MUST HAVE PRIOR EXPERIENCE WORKING IN THE BROKERAGE / INVESTMENT / WEALTH MANAGEMENT INDUSTRY!!!!

  • Client communication – ability to engage via phone and e-mail in professional manner with advisors with focus on responsiveness. Answer basic questions on processes and provide status updates as needed.

  • Processing – advisor driven request.

  • Reporting – Identify trends and suggest operational improvements to the team/Manager. Should have strong Excel skills.

  • Administrative Support – provide basic administrative support as needed including pre-filling forms or other operational processes.

  • Front desk duties.

  • Bachelor’s degree in Business, Finance, Economics or similar - STRONGLY preferred

  • 2+ years in the brokerage and financial services industry

  • Exceptional customer service skills

  • Preferred experience in a call center environment

  • Excellent verbal and written communication skills

  • Strong problem solving skills

  • Strong attention to detail

  • Ability to perform under pressure in a team-oriented environment

  • FINRA licensing a plus


Required Qualifications :


  • MUST HAVE PRIOR EXPERIENCE WORKING IN THE BROKERAGE / INVESTMENT / WEALTH MANAGEMENT INDUSTRY!!!!

  • Prior experience supporting back office operations and/or Financial Advisors, strongly desired. 

  • Strong attention to detail.

  • Excellent communication skills

  • Strong organizational skills 


48k-60k, based on experience

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