Job Detail

Executive Assistant/Financial Advisor

Executive Assistant/Financial Advisor

Harber Group Planned Wealth

Anderson, IN

Job ID : 374f2f71563035366c774e782b39573446773d3d

Job Description :

Seasoned Financial Professional Seeking Licensed Executive Assistant/Financial Advisor willing to assist with branch office operation duties. The Executive Assistant/Financial Advisor needs to be very detail oriented and tech savvy.

Responsibilities

  • Pre-appointment preparation for all Financial Advisors
  • Post-appointment follow up/processing for all Financial Advisors
  • Proactive client service updates
  • Completing client trade request for all Financial Advisors
  • Schedule appointments for Financial Advisors
  • Write and distribute email, correspondence memos, letters, faxes, and forms
  • Client Fly-bys requiring prep and follow-up
  • Aiding in marketing campaigns, such as seminars and client appreciation events
  • Working daily in Microsoft Office (Particularly MS Excel & MS Outlook)
  • Working daily in Adobe Acrobat
  • Follow-up calls to clients to obtain additional information

Requirements

  • Registered individuals with sales skill preferred (Series-6 and Series-63 Licenses)
  • Must be proficient in Microsoft Office (Particularly MS Excel & MS Outlook)
  • Technology skills preferred
  • Excellent time management skills and the ability to prioritize work
  • Must be proficient in Adobe Acrobat
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task
  • Attention to detail and being able to think on your feet

Location: Anderson, IN

Compensation Based on Experience

Call (765) 393-1074

Hours: 9:00 am – 5:00 pm

Securities offered through LPL Financial

Member FINRA/SIPC

Job Type: Full-time

Schedule:

  • 8 hour shift
  • On call

Experience:

  • Financial Advisor: 1 year (Preferred)
  • Financial Services: 1 year (Preferred)

Work Location: One location

Company Details :

Name : Harber Group Planned Wealth

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Details

: Anderson, IN

: 5 days ago

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