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Investment Sales Assistant

Employment Solutions-NY Pembroke Pines, FL
  • Expired: over a month ago. Applications are no longer accepted.

Employment Solutions is searching for an Investment Sales Assistant to work in the Pembroke Pines area. Our client is a local credit union who prides themselves in delivering value to their members. The right candidate will have the following experience in providing support to the Financial Advisor:

Job Description:

  • Must be able to interact daily with clients, process client requests, and answer basic client inquiries.
  • Coordinate the preparation of clients annual or quarterly reviews.
  • Prepare consolidated reports, meeting agendas, quotes, and added services.
  • Prepare client investment applications, process transfers of client accounts, provide daily tracking of project status, etc.
  • Maintain client referral program.
  • Manage all details of clients, prospects, and vendors in CRM.
  • Administrative duties include: Filling, setting appointments, answering telephone, ordering marketing materials, data entry.
  • ...and any other duties as required by the supervisor.

Requirements:

  • 2 plus years' experience in the financial services industry preferred
  • Exceptional oral and written communication skills
  • Professional, personable, approachable, and positive attitude
  • Organized, meticulous, detail-oriented and able to multitask
  • * Must be able to do fingerprinting *

Full-Time / Monday to Friday 8:30 am to 5:00 pm

Employment Solutions-NY

Why Work Here?

Great Company in a Booming Industry!

Employment Solutions provides staffing and recruiting services to Florida businesses of all sizes in industries ranging from Manufacturing and Call Centers to companies who need specific support in Administration, Accounting, IT, and Management. Employment Solutions has placed more than 31,000 employees in over 3,500 local South Florida businesses since 1984. We bring you the local knowledge and professionals able to deliver world-class service. You deserve a strong workforce and we'll help you get it.

Address

Pembroke Pines, FL
USA