Provides administrative and client-service support to financial advisors, helping deliver efficient, high-quality service while independently servicing a small portfolio of client relationships.
General Qualifications
Required Education/Knowledge:
- High school diploma or equivalent
- Series 7, Series 63, and North Carolina Life and Health Insurance (NCLAH) licenses, or the ability to obtain them within nine months of hire
Preferred Experience:
- Three or more years of experience in the securities industry or a related field preferred
Required Skills:
- Exceptional customer service skills
- Strong interpersonal skills to deal with clients, financial advisors and staff
- Strong written and verbal communication skills sufficient to deal with financial advisors, clients and home office personnel
- Professional appearance and pleasant demeanor to work with clients
- Ability to work under pressure and meet daily deadlines
- Ability to work independently
- Strong organizational skills
- Ability to prioritize tasks
- Strong analytical skills to be able to research account information
- Mathematical abilities sufficient to process account and transaction information
- Ability to operate general office equipment (copier, fax, etc.)
- Strong computer skills including Word and Excel
- Ability to learn various software packages