Financial Services Associate Position Available In Carteret, North Carolina
Tallo's Job Summary: The Financial Services Associate position is ideal for students majoring in finance or business seeking hands-on experience in financial planning. This apprenticeship offers exposure to various tasks such as client servicing, data input, and creating marketing materials. Qualifications include organization, self-motivation, and computer literacy. The desired hours are Monday to Thursday 8:30am to 5:30pm and Friday 8:30am to 1:00pm, with flexibility to accommodate schedules.
Job Description
We are looking for a student majoring in financial planning, finance, business or a related area of study that would like the opportunity to learn first-hand about the financial planning profession and financial services industry.
For qualified, motivated applicants, this apprenticeship offers exposure to virtually all facets of a financial planning practice. This may include opportunities to provide supervised assistance in areas such as: Mirror executive assistant with operations and compliance and use of filing, phone, mail and data base system, assist in scheduling new andreview client appointments, introduction to client servicing, review client files and data quesionnaire, input and update data for clients in portfolio software, engage in the plannig experience, prepare wealth management and comprehensive financial planning repots, creating marketing materials to help educate clients and various office administration.
Qualifications:
Organized, self-motivated, dependable, loyal, a problem solver, energetic communicator. Client confidentiality a must. Computer literate. Desire to learn and develop skills in a real world environment. Ability to work with limited guidance and ambiguous information.
Desired hours are: Monday
- Thursday 8:30am
- 5:30pm and Friday 8:30am
- 1:00pm (sometimes can be later if needed) Can work around your schedule.
