Financial Administrator

A wealth management firm in Greenville is seeking an Advisor Assistant to join their growing team.  The ideal candidate will be a stellar communicator, hard worker, and have a strong moral compass.
Responsibilities:
•    Answer phones and greet clients 
•    Process new client account paperwork 
•    Make check deposits and cut checks 
•    File and scan client information 
•    Update client information into CRM system 
•    Manage other administrative duties when needed 
Qualifications:
•    3 – 5 years experience in Finance/Wealth Management Industry  
•    FINRA Series 7 and 66 licenses
•    Ability to multitask and complete assignments independently 
•    Professional phone etiquette and demeanor 
•    Knowledge of trade operations and money movement platforms
•    Strong technology skills
•    Proficient with Microsoft Office
•    Strong communication and organizational skills
Compensation and Benefits:
•    $60,000 – $75,000/yr
•    Holiday Time
•    Benefits Stipend
•    Bonuses
•    PTO
•    401(k)