Role Overview
Provide operational and administrative support to Financial Advisors and Sales Assistants, assisting with account opening, maintenance, and related inquiries.
What You Will Do
Perform routine account-related tasks, review client documentation, and ensure compliance with industry policies and regulatory requirements.
Why It Might Be a Fit
The ideal candidate will have a background in banking or financial services, with strong communication skills, attention to detail, and a customer-focused approach.
Requirements
- High School Diploma or equivalent
- Previous experience in banking, financial services, investment operations, brokerage operations, or financial account administration
- Working knowledge of Microsoft Office Suite
- Strong written and verbal communication skills
- Excellent attention to detail and organizational skills
To apply for this job please visit linkedin.com.
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