Job Summary

• This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
• The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Salary

Base: $45,000.00-$65,000.00; Bonus/Equity: Not specified; Benefits: Eligible for benefits package

Skills & Requirements

Key Requirements

• High School Diploma or equivalent
• 1+ years securities industry experience preferred
• General office practices knowledge
• Investment concepts knowledge
• Financial markets and regulations knowledge

Work Rights