Job Details

ID #4827830
State New Jersey
City North jersey
Full-time
Salary USD TBD TBD
Source New Jersey
Showed 2020-09-17
Date 2020-09-17
Deadline 2020-11-16
Category Admin/office
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Personal Assistant - Financial Services (Fairfield, NJ)

New Jersey, North jersey 00000 North jersey USA

Vacancy expired!

A 24 year veteran of the financial services industry is seeking a capable, reliable and service-focused Personal Assistant to help him elevate his practice. Qualified person must be a team player and willing to assist in a wide-range of duties which include:

- Servicing existing client base and arranging for regular investment reviews.

- Assisting Advisor with establishing investment accounts and following up on transfers

- Handling client inquiries efficiently on both the telephone and an in writing

- Helping to create systems for faster business processing and better client experience

- Working with Advisor on marketing campaigns

- Periodic evening seminar/meeting assistance.

Previous experience in financial services is a plus but not a pre-requisite. Proficiency in Microsoft Office is a must. Position is 20 hours per week and does not include benefits. If interested, please send a resume. Office is located in Fairfield, NJ.

Vacancy expired!

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