Radian Partners is seeking to hire immediately a full time Advisor Support Representative in the Memphis office at 6060 Poplar Avenue Suite 150 Memphis, TN 38119.
The ideal candidate will have professional business office experience, excellent customer service and communication skills, advanced computer skills including Microsoft Suite, ability to perform internet research, and be a demonstrated self-starter and quick learner. This position is in a small and very busy wealth management and estate planning office where each person assumes many roles and has the ability to fill in for others and be cross trained. This position deals with financial analysis and the ideal candidate must be detail oriented and very accurate with work performance and financial calculations. Financial services experience is preferred, but not required. A thorough background check is required and the successful candidate must must have no criminal record. Other duties include:
Ability to multi task
Desire to learn and pursue additional training or certifications
Outgoing and helpful personality
Ability to work well independently within a team structure
Job duties will include but not be limited to:
Email communication Correspondence Typing
Answering phones & directing calls Client service Accurate completion of paperwork
Opening new client accounts Preparation for public events Maintain advisor scheduling
Maintain client database Filing & recordkeeping Assist with marketing for Advisors
Financial Analysis Advisor & Client support Internet and financial product research
Meetings with clients Business Development Activities Some limited overtime may be required
Salary is negotiable and depends on factors such as education, experience, industry exposure and relevant licenses and registrations.
Qualified applicants please email your resume pasted into the body of an email or as a word attachment to: Patrick.Mcdowell@radianpartners.net