| Job Description : |
Monmouth County Financial Planning Firm seeks a Full Time dynamic team player to assist in servicing our existing clients. They are seeking a Financial Advisor Assistant. Must be detail-oriented, personable, organized with Series 7 license and 3-5 yrs. financial assistant exp. Self-starter, problem solver. Daily client contact, ability to multi-task, computer proficiency, strong communication skills, proactive. Competitive salary, benefits, bonus.
The Financial Advisor Assistant role is multi-faceted:
Administrative: provide administrative/executive support, handle client matters, answer inquiries, research and resolve client service problems, responsible for scheduling client appointments
Fundamental: prepare and update required documentation, updating client balances, tracking and managing incoming and outgoing workflow items, placing trades.
Analytical: stock and portfolio analytics, provide insights to different financial solutions, recommendations to the team for continued best-in-class service
And More: meet with product sponsors, identify continuing education opportunities for financial services staff and attending training as appropriate, ensuring prospectuses and other literature are available as needed, uphold and implement Industry rules and standards. May also assist during tax season with special projects.
Your education and experience:
Minimum of three years related experience
Bachelor’s Degree in Business or Finance
FINRA Series 7 Securities License
Your skills and knowledge:
Advanced knowledge of MS Excel and MS Word
Ability to collect useful data for analysis and recommendations
Ability to prioritize and follow through independently and timely
Ability to excel in high-paced environment
Ability to investigate and research situations while at all times maintaining confidentiality
Excellent written and verbal communication skills
Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
Persuasiveness and leadership qualities expected
Ability to build relationships
Critical thinker with established technical skills
Outstanding attention to detail and ability to multi-task successfully
Must be a team player willing to assist in all aspects
Thrive in team-based and independent work environments
DJ Miljkovic
Synerfac Technical Staffing
Phone: 732-271-9333
Fax: 732-271-9110
dmiljkovic@synerfac.com |
