Financial Services Associate

 In

Website Finance / Accounting

Reference Code: 6329

Seeking multiple Financial Services Associates  that will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The Financial Services Assistant I and II will assist in the preparation of client asset management, brokerage and insurance accounts (research or preparing applications), and all administrative duties for assigned Financial Advisors (FA). This individual must be an independent, flexible, professional person with the ability to make decisions. He/she must also be a proactive, organized individual with an eye for detail.

 

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