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SalaryWe are a prestigious investment firm in Middlesex County, Massachusetts, seeking a high-quality, energetic individual to work with a successful Financial Advisor team. This is an excellent opportunity for someone looking for part time/mother’s hours.
Principle Responsibilities:
- Work with a Financial Advisor team to prepare for client meetings and general administrative tasks
- Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance products); provide ongoing support and service as appropriate
- Handle advisor needs proactively
- Maintain all contact records
·Required Knowledge/Skills/Competencies:
- An amazing attitude and extraordinary client service skills
- Strong communication and interpersonal skills
- High attention to detail
- Excellent organizational and time management skills
- Demonstrated ability to work in fast-paced environment
- A self-starter who can work independently as well as in group settings
- Ability to handle multiple tasks and operate under tight deadlines
Don’t delay, if you are interest in this position, send us your resume, hours you are available and compensation requirements.
- Principals only. Recruiters, please don’t contact this job poster
- Do NOT contact us with unsolicited services or offers
Job Type: Part-time 25-30 hours
Job Type: Part-time
Schedule:
- Monday to Friday
Experience:
- Customer service: 1 year (Required)
Ability to Relocate:
- Waltham, MA 02453: Relocate before starting work (Required)
Work Location: In person
