Job Details

Complete new account and transfer account forms. Answer telephones, take messages, make copies, and mail printed material. Type correspondence, reports, account information, pair off letters, etc. from drafts, transcriptions, memos and various forms. Maintain files of confidential and routine material and information. Assist Financial Consultants and/or customers and provide information as appropriate. Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use. Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc. Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants. Perform other related duties as assigned by management. EDUCATION AND/ OR EXPERIENCE Bachelor's degree in a related field. 1 years...Client Associate, Financial Consultant, Associate, Banking