Advisor Assistant Job at Find Great People | FGP, Greenville, SC

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  • Find Great People | FGP
  • Greenville, SC

Job Description

A wealth management firm in Greenville is seeking an Advisor Assistant to join their growing team. The ideal candidate will be a stellar communicator, hard worker, and have a strong moral compass.

Responsibilities:

• Answer phones and greet clients

• Process new client account paperwork

• Make check deposits and cut checks

• File and scan client information

• Update client information into CRM system

• Manage other administrative duties when needed

Qualifications:

• 3 – 5 years experience in Finance/Wealth Management Industry

• FINRA Series 7 and 66 licenses

• Ability to multitask and complete assignments independently

• Professional phone etiquette and demeanor

• Knowledge of trade operations and money movement platforms

• Strong technology skills

• Proficient with Microsoft Office

• Strong communication and organizational skills

Compensation and Benefits:

• $60,000 - $75,000/yr

• Holiday Time

• Benefits Stipend

• Bonuses

• PTO

• 401(k)

Job Tags

Holiday work,

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