Financial Assistant (wealth management)

Advanced Personnel Resources is recruiting professionals for a new exciting position with a financial wealth firm located in Greensboro, NC. The administrative assistant should have a background in financial services and has the ability to manage the day to day operations within the office while providing superior customer service to existing clients and prospects.

Hours: Monday-Friday 8am-5pm

Salary: 50,000-70,000

Primary Job Responsibilities:

-Update quarterly FI360 monitoring reports for qualified/nonqualified plans

-Assist in the binding of materials and reports as needed

-Field incoming emails and calls for service-related tasks

-Assist in preparation of financial plans by using eMoney financial planning software

-Prepare paperwork/forms for new business and/or service-related business

-On board/set up new client accounts

-Execute trades in client accounts when needed

-Organize and maintain client files, tasks and database

-Post and maintain social media presence (roughly 1 post a week)

-Collect mail from PO Box 2 days/week & process outgoing mail

-Manage office supplies to ensure uninterrupted operations

-Participate in special projects as needed

Requirements

1) Degree preferred or a minimum of 2 years’ experience

2) FINRA Series 6 Certified

3) Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.)

4) Excellent written and verbal communication skills

5) Strong interpersonal skills, including the ability to interact effectively with individuals of the

company and with our clients

6) Ability to perform confidential responsibilities using a high level of professionalism

7) Detail oriented with strong organizational skills and ability to manage multiple priorities with tight deadlines

8) Self-starter with the ability to work independently and effectively with a wide range of tasks

9) Preference for knowledge of eMoney, Wealthbox , & AssetMark or similar trading software

Benefits

Medical

Long Term Disability, Life and AD&D Insurance

Safe Harbor 401(k) plan

11 days of PTO plus vacation