Address
Form of work
Salary- Perform administrative duties that support Investment Advisers in daily business practices, including but not limited to, telephone coverage, appointment scheduling, coordination of client meetings, file & calendar maintenance, and business travel arrangements.
- Organizing and processing account documentation and paperwork
- Maintaining CRM and compliance files
- Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
- (Compensation will depend on applicant's level of experience and securities industry registrations. Applicant must be able to pass background check.)
Job Type: Part-time
Pay: $26.00 - $33.00 per hour
Expected hours: 20 – 30 per week
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- investment industry: 1 year (Required)
License/Certification:
- securities industry license (Preferred)
Ability to Relocate:
- Torrance, CA 90505: Relocate before starting work (Required)
Work Location: In person
