Filing client statements and client confirmation. Ordering of supplies on an as needed basis. Calling investment companies to obtain client account information. Participate in special activities such as helping in seminar preparation and sales campaign implementation. Miscellaneous office duties such as photocopying, word processing, stuffing envelopes and answering the phone.
Some college is preferred.
Normal office environment. This job description summary in no way states or implies that these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other job related instructions and to perform any other job related responsibilities requested by their supervisor. Salary is commensurate with qualifications and experience.