Investment Services Specialist / Administrative Assistant

Minimum Qualifications: High school diploma or equivalent. Bachelor's degree in Finance, Accounting, or a related field preferred. Minimum one (1) year experience in related field, or support role. Series 7/63 license and Life/Health license preferred for investment specific role.

Responsibilities: Manage calendars and coordinating/scheduling clients and vendor appointments. Effectively and efficiently prepare for client meetings; run investment account reports; create documents using Microsoft Excel; prepare applications, forms, etc. Build constructive relationships with clients and Investment companies (online, phone and in person) for the completion of paperwork, follow-up, etc. Prepare overnight packages to send new account paperwork and checks to various investment companies. Maintain and update Daily Sales Logs; scan/index and maintain client files in appropriate order; maintain licenses required (Security Licenses, as well as Life and Health).Update and order sales literature as required.

Skills: Strong reading, writing, grammar and mathematics skills; well-developed interpersonal relations and communicative skills; proven strength in interpreting, analyzing, synthesizing, and reporting financial and non-financial information in an understandable form for the end users of such reports; exceptional computer skills, including, but not limited to, word processing, spreadsheet, data base, presentation, and accounting software. Must have the ability to deal tactfully and efficiently with the public and other employees. The ability to work in a fast-paced, sometimes stressful environment and have flexibility in working hours