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Financial Services Assistant

Details

Country: USA
Location: King of Prussia PA
Total applied: 40
Location:US-PA-King of Prussia

Base Pay:$25,000 - $40,000/Year
Bonus:
$1,000.00
Employee Type:Full-Time Employee

Industry:Insurance Securities

Manages Others:no

Financial Services Assistant

Financial Services firm, located in King of Prussia, PA, seeks a Financial Services Assistant to assist the firm's financial advisors with administrative and trading duties, as well as life and annuity applications.

The position includes training in portfolio building and financial planning. State of the art technology and software products are used to assist in the process.

3 years experience required in the Financial Services area.
REQUIREMENTS
Position requires:
Excellent communication skills
Excellent organizational skills
Experience is the Financial Services area is required
Experience with Pershing Net X, Financial Profiles, Morningstar Principia Pro and Act extremely helpful.

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