Administrative Assistant/Financial Planning Mentorship
Company: Global Portfolio Solutions
Posted on: May 14, 2022
Job Description The firm is in the financial services industry.
We are wealth advisors helping clients achieve their wealth and
legacy planning goals. The position will be working directly with
other team members. A motivated individual to work full time. Our
office is in Scottsdale, AZ. Job Responsibilities and Duties:
Initially will include. Answer phones and respond to incoming
emails. Process new account applications and other post-issue
documents. Schedule appointments with clients. Prepare written and
email correspondence to clients. Maintain and organize filing
systems. Keep detailed notes on transactions and ongoing processes.
Training for Industry Software experience will be provided.
Efficiency and experience are a plus. Business systems experience
with Redtail, (CRM) is a plus not required. EMoney Financial
planning Software Orion industry vendor exposure Fidelity Custodian
Capital Bank and Trust Qualifications and Skills: Achieved or
currently pursuing a bachelor---s degree. Able to compose
professional business correspondence. Speak with clarity and
professional language. Proficient in Excel and Word. Type speed no
less than 80 WPM. Securities Industry Essentials exam completed or
to be completed. Proactive organizer and an outcome-focused
team-oriented mindset. High level of organizational skills.
Advanced attention to detail. Compensation: $40,000/year potential
for a bonus structure based on industry licenses established or
being completed in 12 to 18 months. Potential to transition to an
associate role and be mentored as an advisor.
Keywords: Global Portfolio Solutions, Scottsdale , Administrative Assistant/Financial Planning Mentorship, Accounting, Auditing , Scottsdale, Arizona
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