Financial Advisor Assistant

Base Pay :  $35,000 - $40,000 /Year Employee Type :  Full-Time Industry :  Banking - Financial Services Manages Others :  No Job Type :  Admin - Clerical Education :  2 Year Degree Experience :  At least 4 year(s) Relocation Covered :  No Post Date :  4/19/2012 Contact Information Contact : Cathy Cyrs  Description

CYRS Wealth Advisors is an independent, Financial Planning, Retirement & Wealth Advisory firm, specializing in highly personalized financial services. Services range from holistic financial planning, retirement plans, and wealth management to executive benefits.  We are looking for an assistant who can support the growth of the firm and help service existing clients.

Responsibilities

Interfaces with the Broker-Dealer or particular account Custodians, to Open new accounts, Service Accounts, complete and process necessary forms Document conversations with client and prospect in data base (CRM)

Specific client service responsibilities may include:

Attending client meetings and taking notes Answering basic service questions for clients (license may be required) Other responsibilities as assigned by Financial Advisor  Requirements
Minimum 4 years of experience in the financial services industry Must have knowledge working with a Broker Dealer Excellent Communication and Organization skills Securities licenses (6 or 7) are preferred but not required Expert knowledge of Office Computer Applications Prefer Word 2007 Excel 2007, Client Relationship Management software and experience working with Internet & Web Based Information

To learn more about us, please visit us on the web at http://www.cyrswealthadvisors.com/

View the Original article