Experience and Skills
Previous experience in an office setting required.
High School diploma, GED or comparable work experience. Post-Secondary education preferred.
Solid technology skills (Microsoft Word, Excel and Outlook).
Ability to relate to others.
Strong Communication skills (written, verbal, and listening).
Good judgement and problem solving skills.
Excellent client service skills.
Strong attention to detail and accuracy.
Ability to handle multiple demands in a fast paced detail oriented environment.
Ability to maintain regular, predictable attendance.
Provide administrative support, including but not limited to answering phones, client correspondence, scheduling appointments, making outgoing phone calls, filing, and other projects as assigned by FA or Branch Manager.
Provide especially professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
Review, maintain and process account documents and information - Inform FA of relevant information and activities related to client accounts and transactions including suspicious activity.
Assist FA in developing and implementing periodic client mailings, communications and events.
Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.