Job Description

Qualifications & Requirements

Minimum requirements: • Minimum of 3-5 years proven success in an administrative support function preferable in an investment environment • Associates degree or higher • Financial Services industry experience preferred • Series 7 and Series 66 are required. (or completion and passing of SIE, Series 7 Exam, Series 66 exam within 6 months of employment) • Proficient in Word, Excel, Outlook, PowerPoint, and CRM software • Client-first attitude, self-starter, energetic, assertive • Excellent written and verbal communication skills • Excellent interpersonal and listening skills • Team player, able to work well with all levels of the firm, as well as with clients • Ability to work independently and establish priorities • Ability to handle multiple requests simultaneously and respond quickly • Highly organized, with absolute attention to detail • Excellent follow-through and communication to team members regarding status of open items • Actively seeks better ways of doing things; proactively grows skills and knowledge • Desire to grow and learn in the Financial Services industry. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.