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
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