Financial Advisor Assistant Job in Paramus 07652, New Jersey US
RESPONSIBILITIES:
Nationwide Planning Associates, Inc. is committed to becoming an industry leader in the financial services business. We are seeking a qualified Financial Advisor Assistant with excellent communication, administrative and organizational skills. The individual selected for this role will come from a business and or financial services background.
- Assist advisor with servicing his client base
- Maintain customer database for advisor book of business
- Schedule client meetings for advisor
- Interact with client base as needed
- Coordinate and prepare paperwork for various transactions
- Participate in projects and other miscellaneous tasks
BASIC QUALIFICATIONS
- Strong organizational skills with ability to prioritize workload
- Strong interpersonal skills
- Goal oriented and self starter
- Driven to succeed
- Strong computer skills including MS Word, Excel
- Takes initiative
PREFERRED QUALIFICATIONS
- The ideal candidate will have experience working in a financial services firm
- Bachelors Degree or equivalent work experience
COMPANY
We are a privately owned financial services business located in Northern New Jersey. The Company has been in business for more than 18 years