Financial Service Assistant
🔒 Direct submission to hiring team • Zero candidate fees
Role & Company Overview
📋 Role Overview & Responsibilities
This position provides ongoing day-to-day support of a Financial Advisor’s book of business. While tasks may vary day to day, responsibilities will include but may not be limited to:
- Servicing and maintenance of client accounts• Prepare client communications• Answering client phone calls• Working with clients to ensure proper account opening procedures and documentation• Proactively resolving clients’ issues and concerns• Providing account information to clients and maintaining key client relationships• Taking and placing customer orders in brokerage and advisory accounts• Maintaining client database• Assist in client annual review preparation• Regular client contact and communication• Comply with all industry rules and regulation and firm policies
While experience in the industry is preferred a strong administrative assistant with the soft skills and eagerness to learn could be very successful in the role. The most important part of our business is our clients!
Frequently Asked Questions
How do I apply for the Financial Service Assistant position at Delibert Employment Solutions? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Delibert Employment Solutions without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Rochester, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
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