Invest Services Assc II

Posted 3 days ago

peoples bancorp ncNewton (NC)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Invest Services Assc II Corporate - Newton, NC 28658 Provides administrative and client-service support to financial advisors, helping deliver efficient, high-quality service while independently servicing a small portfolio of client relationships.

Qualifications: General Qualifications Required Education/Knowledge: High school diploma or equivalent Series 7, Series 63, and North Carolina Life and Health Insurance (NCLAH) licenses, or the ability to obtain them within nine months of hire

Preferred Experience: Three or more years of experience in the securities industry or a related field preferred

Required Skills: Exceptional customer service skills Strong interpersonal skills to deal with clients, financial advisors and staff Strong written and verbal communication skills sufficient to deal with financial advisors, clients and home office personnel Professional appearance and pleasant demeanor to work with clients Ability to work under pressure and meet daily deadlines Ability to work independently Strong organizational skills Ability to prioritize tasks Strong analytical skills to be able to research account information Mathematical abilities sufficient to process account and transaction information Ability to operate general office equipment (copier, fax, etc.) Strong computer skills including Word and Excel Ability to learn various software packages

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.