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