And the job listing Expires on February 3, 2025
Job Title: Full-Time Job in Accounting, Data Analytics, Economics & Finance
Responsibilities:
* Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
* Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
* Assist with administrative functions including answering phones and responding to basic client questions; forwards more advanced calls to Client Specialists or Financial Advisors for handling
* Prepare for client meetings and presentations
* Create quarterly performance reports and distribute to clients
* Conduct cost basis research
* Perform additional duties and assist with projects as assigned
What makes this opportunity great:
* Gain first-hand experience into the day in the life of a successful Financial Advisor and their team
What we look for:
* Excellent customer service skills and exceptional telephone etiquette
* Demonstrates a high level of professionalism and positive attitude
* An interest in financial services and developing a career in wealth management
* Prior office experience in a corporate or university setting preferred
* Experience with the Microsoft Office package
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