Registered Sales Assistant - New York, United States - Noor Staffing Group

Description

SUMMARY:

This is the perfect opportunity for a recent college grad with one year of experience and has their Series 7.

Extremely successful wealth management firm is seeking an Assistant (registered with Series 7 and 63) to join the team. This is working with an amazing team of nice people and the firm offers a true work/life balance as well as the ability to work on a hybrid schedule.

Series 7 license is mandatory

Must have strong administrative skills to assist Portfolio Manager in all aspects of providing high quality service to clients. Team player attitude is a must

Primary functions include trade processing and spreadsheet modeling/processing.

Responsibilities include:

Answering heavy volume client calls for Portfolio Managers

Responding to basic client inquiries and resolve issues as needed

Assisting the Portfolio Managers with day to day responsibilities

Interfacing with clients to open new accounts, update account information, service accounts and complete and process necessary forms

Handling requests for transfer of funds in and out of client accounts

Maintaining and updating information in the firm's CRM system

Setting up and retrieve reports in the portfolio management system (GWP)