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INVESTMENT ASSISTANT (Licensed)

Company: Adecco
Job Category: Finance
Sales
Banking

Location: map it!US-NY-Rochester


Job Status: Full-Time

Adecco is currently recruiting for a direct hire Investment Assistant.

This position requires excellent client servicing skills and prior experience working with high net worth investment clients. The Investment Assistant will work with investment consultants and/or financial planners and will:

  • Prepare for client meetings by detailing profit/loss statements.
  • Research client portfolio holdings.
  • Research and resolve a variety of client account issues.
  • Process new account paperwork.
  • And MORE!

    Qualified candidates will have their Series 7 license and at least 3 years of prior related experience. A Bachelor's degree is preferred. Candidates must have proficiency with MS Word and Excel.

    Please forward your resume for immediate consideration.

    [Click Here to Email Your Resumé] (585) 546-1660

    Debbie Hyman (585) 546-1660
    [Click Here to Email Your Resumé] 

      

    Please select Apply Now for consideration for this position.

     


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    Adecco is the workforce solutions leader in U.S. and Canada, with a comprehensive service offering that includes temporary and contract staffing, permanent recruitment, outplacement and career services, recruitment process outsourcing, training and consulting.
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