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- Read more […]