Job Description
Support a thriving wealth management branch as a Branch Assistant, delivering top-notch administrative assistance and fostering client relationships. Strengthen your skill set while engaging in finance-related tasks.
This position entails providing comprehensive administrative support to investment advisors and ensuring compliance with procedures. Key activities include transaction processing, coordination of meetings, and management of branch supplies. Your professionalism and organizational skills will be essential for managing high client expectations.
Key Responsibilities:
• Process transaction deposits and maintain client records
• Assist with compliance pending list and new account setups
• Direct calls and welcome clients with professionalism
• Organize branch meetings and manage office supplies
• Provide backup support to the Branch Administrator
Requirements:
• 1-3 years of experience in the finance field
• Proficient in Microsoft Office and Datap...
This position entails providing comprehensive administrative support to investment advisors and ensuring compliance with procedures. Key activities include transaction processing, coordination of meetings, and management of branch supplies. Your professionalism and organizational skills will be essential for managing high client expectations.
Key Responsibilities:
• Process transaction deposits and maintain client records
• Assist with compliance pending list and new account setups
• Direct calls and welcome clients with professionalism
• Organize branch meetings and manage office supplies
• Provide backup support to the Branch Administrator
Requirements:
• 1-3 years of experience in the finance field
• Proficient in Microsoft Office and Datap...
Ready to Apply?
Take the next step in your AI career. Submit your application to Richardson Wealth Ltd today.
Submit Application