Portfolio Assistant Job in St Cloud 56301, Minnesota Us
Local Financial company is looking for a client service coordinator. Must have Financial service experience, preferably working in the back office. This entry level finance position will be working closely with the financial advisor to help with client base of business. Will be helping with transactions, providing customer service to clients, and administering financial information. Finance Degree is preferred along with customer service experience, good communication skills, and above average computer skills. A series 7, 66, MN Life and Variable Annuity license is preferred. If not, this position will require that you get licensed. This is a great entry level position for individuals interested in a financial advisor position.
Advanced Customer Service, Basic Account Analysis, Intermediate Financial Planning, Basic Financial Analysis, Advanced MS Excel, Intermediate Lotus Notes, Advanced MS Word, US - Series 66 License, US - Series 7 License
Accountemps is the world's leader in specialized temporary financial staffing. We provide exciting temporary, temporary-to-hire and project opportunities in the areas of accounting, bookkeeping, finance, and many more. Through our parent company, Robert Half, we've been matching highly skilled finance and accounting professionals with clients since 1948. Our relationships with top companies in 350 locations worldwide ensure you enjoy competitive pay, challenging careers and assignments with excellent opportunities for full-time employment. Don't take our word for it. In 2007 Fortune magazine ranked us # 1 in our industry on the list of America's Most Admired Companies. 9 out of 10 of our clients and candidates would recommend our service to a colleague Contact your local Accountemps office at 1.800.803.8367 or visit www.accountemps.com to find out more about this job and other job opportunities. Accountemps is an Equal Opportunity Employer. Apply for this job now or contact our branch office for additional information.
