What we need. This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do. Act as a liaison between the representative and their clients. The type of support is dictated b...
About this Job. The Branch Sales Administrator. Works closely with the onsite Branch Manager, the Branch Sales Administrator is responsible for many administrative/clerical functions. . What you will do. Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc. Maintain supply room materials ensuring appropriate inventory and most current printed documents. Receive v...
What we need. This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do. Act as a liaison between the representative and their clients. The type of support is dictated b...
What we need. This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do. Act as a liaison between the representative and their clients. The type of support is dictated b...
