Location City: seacoast or Manchester/Concord area.
Location State: NH
Base Salary: 50,000 - 60,000 DOE
Bonus & Incentives: N/A
Position Responsibilities: Opportunity to join one of the most dynamic, team oriented financial groups in New England. Organization has completely re-defined the meaning of "client-centered". Will work directly with the principal asset manager and advisor for the group and will provide daily assistance to clients by addressing a variety of business needs, will ensure adherence to regulatory guidelines, will conduct account retention calls, will review and summarize account activity to enhance client relationships, and will provide other administrative support to brokerage and credit business lines as requested.
Education and Certifications/Licenses: Bachelors, CTFA designation
Mandatory Minimum Qualifications: Must have at least 7 years in same or comparable position. Communication skills, pleasant interpersonal skills and proficiency in Microsoft Office applications (Word, Excel, Outlook and PowerPoint) are required.
Preferred Qualifications: The ability to work independently and manage time efficiently is also necessary to succeed in the position.
Additional Comments: The other qualities and behaviors sought in a candidate are: a) Professionalism b) Commitment c) Empathy d) Flexibility e) Judgement f) Leadership g) Teamwork h) Initiative i) Creativity j) Customer Focus
Benefits: Company offers extensive array of benefits found in similar
Overnight Travel: Local Area Only
Relocation Assistance: Other, Based upon location.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
