Invest Services Assc II

Peoples Bank; Newton (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

Peoples Bank in Newton, NC seeks an Administrative Assistant to support financial advisors and deliver high-quality service to a small portfolio of clients.

You will handle client inquiries, assist with scheduling, prepare documents, and learn Series 7/63 and NC Life & Health licenses within nine months. Strong communication and organizational skills are essential in this role.

Qualifications

• High school diploma or equivalent.
• Ability to obtain Series 7, Series 63, and NC Life and Health Insurance licenses within nine months of hire.
• Strong customer service and interpersonal skills.

Responsibilities

• Provide administrative and client-service support to financial advisors.
• Independently service a small portfolio of client relationships.
• Assist with document preparation, scheduling, and follow-up to ensure high-quality service.
• Coordinate communication between clients, advisors, and home office staff.

Job description

Description

Provides administrative and client-service support to financial advisors, helping deliver efficient, high-quality service while independently servicing a small portfolio of client relationships.

Qualifications

General Qualifications

Required Education/Knowledge:

• High school diploma or equivalent


• Series 7, Series 63, and North Carolina Life and Health Insurance (NCLAH) licenses, or the ability to obtain them within nine months of hire

Preferred Experience:

• Three or more years of experience in the securities industry or a related field preferred

Required Skills:

• Exceptional customer service skills


• Strong interpersonal skills to deal with clients, financial advisors and staff


• Strong written and verbal communication skills sufficient to deal with financial advisors, clients and home office personnel


• Professional appearance and pleasant demeanor to work with clients


• Ability to work under pressure and meet daily deadlines


• Ability to work independently


• Strong organizational skills


• Ability to prioritize tasks


• Strong analytical skills to be able to research account information


• Mathematical abilities sufficient to process account and transaction information


• Ability to operate general office equipment (copier, fax, etc.)


• Strong computer skills including Word and Excel


• Ability to learn various software packages