- Eagle, Idaho, United States
- 1+ years
Provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Compensation
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Responsibilities
- Serves as first point of contact to service a high volume of daily interactions
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received
Requirements
- High School Diploma