Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, brokers, and the operations team as needed.
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Qualifications:
- Bachelor's Degree
- Minimum of 1 year of industry experience
- Experience in a Registered Investment Advisor firm or Financial Services firm
- Strong knowledge of Excel
- Willingness/ability to become proficient with proprietary accounting & trading systems
- Exceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a must
- Self-motivated, ability to juggle multiple projects as well as focus on primary tasks
- Willingness to enroll in the Claritas Program and other applicable educational courses
#J-18808-Ljbffr