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Form of work
SalaryThe primary responsibility of this position is to assist the team by organizing and ensuring proper completion of all client paperwork, following up on client service issues, maintaining files, and performing various tasks as needed.
Position Requirements (Securities or related industry experience preferred)
- Ability to organize and prioritize work
- Strong detail orientation including the ability to review forms for accuracy and completeness
- Ability to create a positive work environment
- Ability to effectively function as a team player
- Ability to organize, prioritize and handle multiple tasks
- Ability to work under pressure and meet deadlines
- Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
- Skill in effective verbal and written communication
- Skill in operating various office equipment including personal computer, copier, fax…
- Skill in utilizing various software packages such as Microsoft Office, Outlook, and Internet
Position Duties/Tasks (This position is responsible for, but not limited to the following):
- Organize, coordinate, and maintain all client paperwork.
- Correspond with clients to complete new accounts, asset transfers, and other forms.
- Maintain client files.
- Take client service inquiries.
- Resolve client problems and/or forward to appropriate person for handling.
- Communicate with the broker/dealer and investment company contacts.
- Maintain broker records, logs, and blotters.
- Utilize internet-based technology to process and follow-up on business (client management software)
Job Types: Full-time, Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 per week
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
