What are the responsibilities and job description for the Financial Representative position at ApTask?
Pay Rate: $20-22/hr on w2
Recent college graduate with financial/banking internship.
Education and or Experience:
- College degree preferred
- 1-2 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, attention to detail and excellent follow up skills
- Ability to research and resolve problems and service inquiries and escalate when appropriate
- Ability to efficiently handle a high volume of requests in a fast paced environment
- Strong computer skills including Microsoft Suite
- Basic knowledge of E*TRADE from Morgan Stanley systems and procedures
- Be self-motivated and able to work in a strong team and high activity environment.
Salary : $20 - $22