Benefits:

• 401(k) matching
• Competitive salary
• Paid time off
• Profit sharing

Providing premium service to two financial advisors and their clientele in BRENTWOOD (northern California). Working with clients and colleagues to ensure proper account opening procedures and documentation. Schedule and prepare for client meetings and maintain client date in portfolio analysis software. Maintain notes from client meetings. Assist with day to day client service requests; Administrative duties (answering telephone, mailing and processing forms). Comply with all industry regulations.
Qualifications: AA degree minimum. Series 7 or 65 license preferred. Superior interpersonal, organizational and computer skills Able to adapt quickly to change.