Seasoned Financial Professionals Seeking Licensed Executive Assistant/Financial Advisor willing to assist with branch office operation duties. The Executive Assistant/Financial Advisor needs to be very detail oriented and tech-savvy.
Responsibilities
- Pre-appointment preparation for Financial Advisors
- Post-appointment follow up/processing for Financial Advisors
- Proactive client service updates
- Completing client trade request for Financial Advisors
- Schedule appointments for Financial Advisors
- Write and distribute email, correspondence memos, letters, faxes, and forms
- Client fly-bys requiring prep and follow-up
- Aiding in marketing campaigns, such as seminars and client appreciation events
- Working daily in Microsoft Office (Particularly Excel & Outlook)
- Follow-up calls to clients to obtain additional information
Preferred Skills
- Registered individuals preferred (Any FINRA License, such as Series 6, 7, 63, 65, &/or 66)
- Must be proficient in Microsoft Office (Particularly Excel & Outlook)
- Technology skills
- Excellent time management skills and the ability to prioritize work
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- Attention to detail and being able to think on your feet
Location: Anderson, IN
Compensation Based on Experience
Call (765) 393-1074 or email
Securities offered through LPL Financial
Member FINRA/SIPC
Benefits offered:
- Flexible schedules
- Paid time off (5 weeks per year)
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Experience:
- Financial services: 1 year (Preferred)
License/Certification:
Ability to Commute:
- Anderson, IN 46016 (Required)
Work Location: In person
