Financial Advisor Client Services Specialist

Scion Staffing; Hendersonville (TN); Vor Ort; USD 53.873 - 59.859; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Paid time off

401(k) participation

Zusammenfassung

A national staffing firm is seeking a Financial Advisor Assistant to provide high-level administrative support in Hendersonville, Tennessee. The role requires previous administrative experience, strong organizational skills, and the ability to manage client service inquiries. Candidates must hold active Series 7, 63, 65, or 66 licenses. This position offers a competitive salary and comprehensive benefits including health insurance and a 401(k).

Qualifikationen

• Prior administrative or client service experience in financial services.
• Strong attention to detail and ability to maintain accurate records.
• Active Series 7, 63, 65 or 66 licenses are required.

Aufgaben

• Provide administrative support to financial advisors.
• Manage client service inquiries and appointments.
• Assist with scheduling and report preparation.
• Maintain compliant client files and records.
• Support processing of new accounts and service requests.

Kenntnisse

Organizational skills

Communication skills

Multitasking skills

Attention to detail

Proficiency in Microsoft Office Suite

Jobbeschreibung

A national staffing firm is seeking a Financial Advisor Assistant to provide high-level administrative support in Hendersonville, Tennessee. The role requires previous administrative experience, strong organizational skills, and the ability to manage client service inquiries. Candidates must hold active Series 7, 63, 65, or 66 licenses. This position offers a competitive salary and comprehensive benefits including health insurance and a 401(k).