Financial Advisor’s Assistant Job in Salt Lake City 84106, Utah US
Advisor's Assistant
Full Time
$30-38K +bonus ($4-8K annual)
MUST have Series 7
Starting ASAP
Must have professional appearance and speech. Organized, efficient, able to prioritize and multi-task with a “can-do” attitude. This person must be a team player who can work with little to no supervision. Must be computer literate, knowledge of Microsoft Word, Excel and Outlook. Candidate must be able to learn quickly, and assist the financial advisor with any and all requests.
Duties will include, but are not limited to:
- Copying, faxing, scanning, filing
- All paperwork: wire requests, applications, check processing, etc.
- Answering phones, greeting clients, calendaring
- Customer service; courteous, able to provide prompt service
- Other duties as assigned
We would like someone experienced in working in an office environment; back office sales assistant/financial industry experience preferred. Although we will train on how to perform the job, we expect them to be resourceful when looking for solutions to problems.
The job is full time 8 a.m. – 5 p.m. Mon-Fri; one hour lunch. Salary: 30-35K + Bonus dependent on skills and experience. Benefits package in 90 days and 401K after first year; year-end bonus eligible. High school degree/GED required – college preferred. The candidate will be required to currently have their Series 7. We provide full tuition reimbursement.