| Type: | Full Time |
|---|
Our client, a financial planning firm in business for almost sixty years, has an immediate opening for an Investment Sales Assistant. Responsibilities include:
Administrative support for the Investments area
Handling routine matters for client accounts
Handling routine matters for client accounts including processing name and address changes, account applications and bank authorizations and answering client questions
Researching and resolving client service issues
Setting up client files correctly and obtaining necessary information
Requirements include:
Some College level courses in business/finance is preferred
2+ years of securities or related industry experience preferred
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Administrative support for the Investments area
Handling routine matters for client accounts
Handling routine matters for client accounts including processing name and address changes, account applications and bank authorizations and answering client questions
Researching and resolving client service issues
Setting up client files correctly and obtaining necessary information
Requirements include:
Some College level courses in business/finance is preferred
2+ years of securities or related industry experience preferred
For details, please find job posting:
www.investmentbankcareer.com/iba....php