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 a benefits package

Skills & Requirements

Key Requirements

• High School Diploma or equivalent
• One (1) or more years securities industry or related work experience preferred
• General Experience - 0 to 3 months

Work Rights