Financial Advisor Assistant

  • Administrative
  • Troy
  • $26.00

Entech Staffing Solutions

Entech Staffing is seeking a motivated Financial Advisor Administrative Assistant to support a Financial Advisor (s) in Troy.

Key responsibilities include:

  • Scheduling and confirming client appointments.

  • Preparing and processing client documentation.

  • Maintaining accurate client records.

  • Managing client communications.

  • Providing exceptional client service.

  • Opening accounts.

  • Prefers candidates who are licensed (Series 7) and those candidates who have worked in the securities industry.

If you excel in a fast-paced environment and have a passion for client support, we want to hear from you!

Salary $50K to $60K and could be a direct hire for the right candidate.

#TLRPG