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Adviser Assistant / Processor : The AdviserAssistant processes adviser or client instructions working with the team to ensure clients receive exceptional service.
This individual works direct with various custodians and investment adviser representatives. This individual is responsible for various firm tasks, adviser support, and customer support.
Position Requirements :
Job Duties
Compensation :
Starting salaried compensation range between $40,000 to $55,000 depending on experience, company 401(k) with safe harbor match, paid time off, and sicks days.
Looking for a self-starter who is professional, detailed, dependable, with a strong sense of customer service. Must be organized with a strong attention to detail.
Must be flexible and able to adapt with an ever-changing environment. Must have an ability to communicate effectively with colleagues, vendors, and business partners and capable of working in a team environment.
Last updated : 2024-05-13
Full Time
$44k-55k (estimate)
04/29/2024
05/16/2024