Job description

The person needs to have good people skills, be adept at Microsoft Office programs, be able to quickly learn and apply new technology, be presentable to deal with the public, be productive and focused and bring all assignments to completion. The job will require a police background check. The person needs to preferably be bilingual: English/Spanish. Thoroughness and speed on the job are required, as well as punctuality.

DUTIES AND RESPONSIBILITIES

 Interacts daily on the phone and in person with prospective and existing clients in order to handle basic inquiries.

 Processes and follows up on client documentation for proper maintenance of accounts.

 Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

 Assists Financial Advisors with marketing efforts.

 Receives and processes securities. Receives cross-training and assists with other operational functions as required.

SKILLS AND SPECIFICATIONS

 Adept at using Microsoft Office

 Ability to analyze and research client account information.

 Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

 Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Provides a high level of customer service.

EDUCATION:

Preferably a Bachelor degree but not indispensable.

Preferably registered (Series 7 and 66) but not necessary.

Job Types: Full-time, Part-time

Pay: $33,280.00 - $37,440.00 per year

Benefits:

• Paid time off
• Professional development assistance

Physical setting:

• Office

Schedule:

• 5x8

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Hollywood, FL 33024: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Security clearance:

• Confidential (Preferred)

Work Location: In person

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