We are currently recruiting for a family owned wealth management company that is looking to add a team member to their Sarasota FL. office. Our client prides themselves on being efficient, imaginative, and trustworthy, providing up-to-date financial advice for their diverse clientele. If you are looking for an opportunity with a company that values dedication and commitment look no more!
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Must have experience in data entry, annuity applications and setting up new accounts with a broker dealer.
Direct Hire position - Salary - $65k
Location - We have positions available in Sarasota and St. Petersburg, FL - IN OFFICE NO REMOTE OR HYBRID
Health, Dental and Vision Insurance, 401K, and PTO
A customer service-oriented person with excellent written and verbal communication and the ability to work in a growing, fast-paced office in the wealth management/financial services industry.
Responsibilities:
Job Duties
?? Support and work with the Chief Investment Officer
?? Assist Financial Advisors in relationship management, client follow-up, administration and coordination
?? Communicate professionally and efficiently with clients, brokerage firms, 3rd party providers and management via telephone and email
?? Create and maintain reports utilizing a variety of computer software programs
?? Process client inquiries, prepare documentation for new client analysis and client file review
?? Deposit and transfer funds with brokerage accounts as directed
Working hours: 9:00 AM - 5:00 PM
Skills:
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Work Location: In person
Education:
No Degree Required
Experience:
1-4 years
Qualifications:
Job Requirements
?? At least two years experience in the wealth management or financial industry
?? Practical experience with computer software (such as Charles Schwab, Annuity applications), spreadsheets and documents (Microsoft Office), and databases (such as Sales Force or Redtail)
?? Able to quickly learn and adapt to new software and processes
?? A solid understanding of investment procedures
?? Effective written and verbal communication skills
?? Works well in a team environment and with upper management
?? High level of critical thinking and logical analysis
?? Good organizational and time management skills
?? Able to work well under pressure and meet all deadlines
?? Always keeps the highest standards of compliance and confidentiality
ALL QUALIFIED CANDIDATES PLEASE APPLY!!!! YOU CAN ALSO SEND YOUR RESUME DIRECTLY TO IRASEMAACUNA@SPHERION.COM. This is a great opportunity with GREAT company.
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).