Advisor Assistant Position Available In Greenville, South Carolina
Tallo's Job Summary: A wealth management firm in Greenville is hiring an Advisor Assistant. The role involves answering phones, processing paperwork, managing client information, and other administrative tasks. Qualifications include 3-5 years experience in Finance/Wealth Management, FINRA Series 7 and 66 licenses, and strong technology skills. The compensation is $60,000 - $75,000/yr with benefits such as holiday time, bonuses, and 401(k).
Job Description
A wealth management firm in Greenville is seeking an Advisor Assistant to join their growing team. The ideal candidate will be a stellar communicator, hard worker, and have a strong moral compass.
Responsibilities:
Answer phones and greet clients Process new client account paperwork Make check deposits and cut checks File and scan client information Update client information into CRM system Manage other administrative duties when needed
Qualifications:
3 – 5 years experience in Finance/Wealth Management Industry FINRA Series 7 and 66 licenses Ability to multitask and complete assignments independently Professional phone etiquette and demeanor Knowledge of trade operations and money movement platforms Strong technology skills Proficient with Microsoft Office Strong communication and organizational skills
Compensation and Benefits:
$60,000 – $75,000/yr Holiday Time Benefits Stipend Bonuses PTO 401(k)
