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Investment Advisor Office Assistant

Security & Wealth Management Inc.
Email

Looking for a motivated self starter. Organization and people skills are a must! Should be comfortable answering phones and collaborating with a team. 

Great Opportunity for Exposure to the Investing & Financial World!!

Duties will include:

  • Report Generation
  • Assisting advisors with prep work and research
  • Customer Service
  • Scheduling Appointments
  • Greeting Clients
  • Preparing & Scrubbing Financial Contracts and other paperwork
  • Data Entry
  • Follow Up on Pending Contracts, making sure they're issued in a timely manner
  • Answering Phones

Ideally a candidate who has or is in pursuit of a degree in finance or business management. 

Prior experience preferred but not required. 


Working hours will be part time and flexible for a class schedule if needed.