1 Part-Time Financial Advisor Assistant Job in Los Alamitos, CA
Southland Credit Union is Hiring a Part-Time Financial Advisor Assistant Near Los Alamitos, CA
Role
Reporting directly to the financial advisors, the part time financial advisor assistant is responsible for providing administrative and operational support in a fast-paced financial planning environment. The ideal candidate is interested in earning their securities licenses and pursuing a career in financial services. This role allows you to grow in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.
Major Duties and Responsibilities
• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing exceptional Member service investment clientale. • Interact with clients in person and over the phone.• Prepare and review new account paperwork.• Facilitate and resolve client service requests.• Apply a working knowledge of operations/client-service processes.• Work independently, effectively, and efficiently.• Ensure paperwork is prepared and provided for all client meetings.• Handle confidential and/or sensitive information responsibly.• Maintain administrative functions of the office such as office supplies and mail.• Perform other duties as assigned.
Knowledge and Skills
• Bachelor's degree in Financial or Business or related experience • At least 1 year of Customer Services experience. • Preferred Series 7, Series 66 and insurance licenses (or the desire to obtain licensing within 1 year of hire)• Detail-oriented and able to work in a fast-paced environment.• Committed to providing exceptional Member service.• High degree of comfort managing multiple tasks simultaneously.• Strong character and a positive attitude.• Proficient with Microsoft Office—especially Excel.
***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position.***
Salary Minimum
USD $23.83/Hr.Salary Maximum
USD $35.75/Hr.Job Summary
Part Time
Banking
$53k-69k (estimate)
04/28/2024
04/24/2025
southlandcu.org
LOS ALAMITOS, CA
50 - 100
1936
FERRIS R FOSTER
$10M - $50M
Banking
Related Companies
About Southland Credit Union
Southland Credit Union was founded in 1936 to serve the financial needs of Los Angeles County employees. Today, we are one of the top performing credit unions nationwide and have over $1 billion in assets. Our Member-owners benefit from a full spectrum of competitive products, convenience, and exceptional service. Discover more at SouthlandCU.org
The job skills required for Part-Time Financial Advisor Assistant include Customer Service, Prospecting, etc. Having related job skills and expertise will give you an advantage when applying to be a Part-Time Financial Advisor Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Part-Time Financial Advisor Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Part-Time Financial Advisor Assistant positions, which can be used as a reference in future career path planning. As a Part-Time Financial Advisor Assistant, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Part-Time Financial Advisor Assistant. You can explore the career advancement for a Part-Time Financial Advisor Assistant below and select your interested title to get hiring information.
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