What are the responsibilities and job description for the SERIES 7 - FINANCIAL SALES ASSISTANT position at Aegis Capital Corp?
AEGIS CAPITAL CORP., MELVILLE, NY OFFICE
SERIES 7 – FINANCIAL SALES ASSISTANT
Aegis Capital Corp. is seeking a full-time Sales Assistant to work in our Melville, NY office. This position will provide executive level administrative support for registered representatives. We are looking for a motivated, resourceful and organized individual that can interface with leaders, managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individual.
Duties of this position include:
· Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management.
· Scheduling/calendar management
· Oversight of opening new investment accounts, client presentations and account services.
· Assist with day-to-day operations and office related tasks as needed
· Provide reception support
Qualifications:
· 4 years of financial services experience
· Forward thinker with proactive mindset
· Solid organizational and time management skills
· Excellent verbal and written communication
· Committed, accurate, detail-oriented and dedicated individual
· Preferred Series 7 licensed
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Knowledge, experience, ability to work independently, adherence to high quality ethical standards is essential for this growth-oriented career track position.
Job Type: Full-time
Aegis Capital Corporation, Member: FINRA/SIPC, EOE/M/F/D/V/SO
Pay: $40,000.00 - $50,000.00 per year
Experience:
- financial services: 4 years (Preferred)
License/Certification:
- Series 7 Licensed (Preferred)
Work Location: In person
Salary : $40,000 - $50,000