Invest Services Assc II

Peoples Bank Master; Newton (NC); Presencial; USD 48.000 - 60.000; Tempo integral

Resumo da vaga

Paycom - ATS in Newton, NC is seeking an experienced administrative and client-service professional to support financial advisors and manage a small portfolio of client relationships. You will provide high-quality service, handle inquiries, and maintain accurate records while collaborating with home office staff.

Required licenses or the ability to obtain Series 7, Series 63, and NC Life and Health Insurance licenses within nine months, plus strong communication, organization, and

Qualificações

• High school diploma or equivalent required.
• Must obtain Series 7, Series 63, and NC Life and Health licenses within 9 months.
• Successful candidate will work with financial advisors and staff.

Conhecimentos

Exceptional customer service skills

Interpersonal skills

Written and verbal communication

Professional appearance and demeanor

Work under pressure / deadlines

Independent work

Organizational skills

Prioritization of tasks

Analytical research skills

Numerical/account processing ability

Office equipment operation

Word & Excel proficiency

Learn software packages

Formação

High school diploma or equivalent

Series 7 license

Series 63 license

North Carolina Life and Health Insurance licenses

Descrição da vaga

Job Details

Level: Experienced, Job Location: Corporate - Newton, NC, Salary Range: Undisclosed, 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