Major Responsibilities
- Collaborate with advisors to develop comprehensive financial plans for clients.
- Research and Analysis: Conduct research and analysis on various investment opportunities, including stocks, bonds, mutual funds, and other financial instruments.
- Administrative Support: Provide administrative support to advisors, such as scheduling client meetings, maintaining client databases, and processing account documentation. Assist in preparing and processing investment-related paperwork and transactions.
- Professional Development: Stay updated on industry knowledge, investment strategies, and regulatory changes through continuous learning and professional development activities. This may involve attending conferences, seminars, or obtaining relevant certifications.
- Stay informed about market conditions, economic trends, and industry developments that may impact investment decisions. Monitor financial news, research reports, and economic indicators to identify potential risks or opportunities for clients.
- Research and Analysis: Conduct research and analysis on various investment opportunities, including stocks, bonds, mutual funds, and other financial instruments.
Qualifications and Skills
- Bachelor’s degree in finance, economics, business, or a related field.
- Strong knowledge of investment products, financial markets, and industry regulations.
- Excellent communication and interpersonal skills.
- Analytical and research skills.
- Attention to detail, accuracy, and strong organizational skills.
- Ability to multitask and meet deadlines in a fast-paced environment.
Benefits:
- Company events
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision care
Schedule:
- 8 hour shift
- Monday to Friday
