SunCityRecruiter Since 2001
the smart solution for Sun City jobs

Wealth Management Assistant/ Transaction Coordinat

Company: Asset Preservation Wealth & Tax
Location: Sun City
Posted on: January 20, 2023

Job Description:

Job DescriptionIf you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you!!Wealth Management Assistant/ Transaction CoordinatorResponsibilities:

  • First and Foremost, MUST be a team player.
  • This NOT a Remote Position. Must be available to work at one of our l
  • Assist Financial Advisors with their Daily tasks at Tempe and Scottsdale locations
  • Create documents for transferring Securities and Annuity assets
  • Processing Annuity Applications
  • Tracking Transfers for contra firms
  • Draft correspondences and other formal documents
  • Greet and assist onsite guests
  • Answer inbound telephone calls and handle basic requests
  • Develop and implement organized filing systems
  • Perform all other office tasks
  • Review client paperwork
  • Using Orion, TD Ameritrade Institutional, Veo One, Charles Schwab Institutional platformsQualifications:
    • Securities License preferred, but not required
    • Previous experience in Financial/ Insurance office administration or other related fields
    • Ability to prioritize and multitask
    • Excellent written and verbal communication skills
    • Strong attention to detail
    • Strong organizational skills
    • Must have experience in processing Annuities and/or Securities business
    • Must have the ability to use the basic functions of Excel and Microsoft Word
    • A college degree is nice, but not required'All communications will be kept private and confidential.Company DescriptionIf you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you!!Wealth Management Assistant/ Transaction CoordinatorResponsibilities:First and Foremost, MUST be a team player.

Keywords: Asset Preservation Wealth & Tax, Sun City , Wealth Management Assistant/ Transaction Coordinat, Executive , Sun City, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Sun City RSS job feeds