Financial Services Representative
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Services Representative to join our Wealth Management team in the KWC area. As a key member of our team, you will provide administrative assistance to Advisors, ensuring the efficient operation of our operations.
Responsibilities:
- Prepare new accounts, trades, and oversee transactions.
- Review documents to ensure accuracy and completeness.
- Maintain and update client records with investments and insurance-related documents.
- Respond to inquiries related to advisors, clients, and other parties.
This is an excellent opportunity for individuals with 2+ years of experience in a mutual funds environment. Our ideal candidate possesses exceptional organizational and time management skills, strong written and verbal communication abilities, and the ability to work independently and as part of a team.
The successful candidate will enjoy flexibility in their work schedule, a great work environment that invests in employee growth and development, and attractive compensation, profit sharing, and benefits.
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