financial advisor executive assistant.

• newnan , georgia

• posted 7 days ago

job details

summary

• $65,000 - $85,000 per year

• permanent

• associate degree

• category office and administrative support occupations

• referenceAB_4557098

job details

Do you have experience supporting a lead financial advisor? Randstad is looking for a Business Professional with the ability to effectively communicate with high net worth individuals to provide a concierge like client experience. General knowledge of investments concepts, practices and procedures used in the securities industry, financial markets, and industry products is preferred.

• Required Education: Associate's Degree/Preferred Education: Bachelor's Degree

• Required Experience: 2-4 years Experience/Preferred Experience: 4-7 years Experience in the financial services industry

• Preferred Licenses/Certifications: Series 7, 63/65 (or 66) required within first 6 months of hire.

Apply directly to the posting for consideration and complete the questionnaire. Only experienced Executive Assistants will be considered. No emails; this is not considered an application and will receive a generic response.

salary: $65,000 - $85,000 per year

shift: First

work hours: 8 AM - 5 PM

education: Associate

Responsibilities

• Provide investment and insurance support to clients and financial advisor/relationship manager.

• Quickly learn procedures for establishing new accounts and financial plans, inputting client information, and creating client files.

• Deliver superior client support by problem-solving, providing updates, and answering questions regarding account activity and trade transactions.

• Ensure financial strategies are current and aligned with client objectives.

• Manage client contact schedule, set appointments, and prepare information for client reviews.

• Prepare agendas, presentations, letters, forms, spreadsheets, and update customer profiles to assist with client servicing and prospecting.

• Use CRM tools to record and manage client contacts, information, and compliance documentation.

• Maintain knowledge of market activities and product offerings to support the sales team.

• Assist the advisor team with marketing, social media management, event planning, and other proactive steps to generate new business (e.g., newsletters, invitations).

Skills

• Calendar Management (5 years of experience is required)

• MS Office (8 years of experience is required)

• Knowledge of investments (1 year of experience is required)

• Series 7, 63/65/66 Certified

• Business Professional (5 years of experience is required)

Qualifications

• Years of experience: 5 years

• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch

we are here to help you with your questions.

MT

melony tribble

• +1 770 487 9425 (tel:+1 770 487 9425)

• melony.tribble@randstadusa.com