BLUE BELL, PA 19422 | Direct-Hire (Perm)

Post Date: 03/12/2018 Job ID: 13353 Industry: ADMINISTRATION Pay Rate: 19.21
$19-$26/HR Direct Hire Position
Provide various support to the Financial Advisors including administrative, marketing and client support. Work with the Branch Managers on various tasks and roles.

Assist Financial Advisors with client relationships
Become knowledgeable with all products to anticipate and alert managers of issues/problems
Be the right hand of Financial Advisors regarding company policy
Communicate efficiently with clients
Organize and implement Marketing campaigns
Telephone coverage and various office related tasks
Must have a High School Diploma
Willingness to getting a Series 7 License
Must be able to communicate efficiently with co-workers on or off site
Must have great follow-up & customer service skills
Computer skills are a must Word, Excel, Outlook, etc
Basic Math skills required
Strong attention to detail and ability to work in a team
Prior office experience preferred
Please contact Jen: or call 610.629.0088
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