Position: Financial Administrative Assistant
Rate of Pay: $40-50K/Year
Employment Type: Full Time; Temp-Hire
A busy financial company in Central Tucson is seeking a Financial Administrative Assistant to join their team! This candidate must have a strong attention to detail; be super customer-service oriented and be good with finances/numbers.
Essential Duties and Responsibilities
This person will be responsible for client on-boarding (opening accounts, transferring accounts and assets, prepare investment advisory agreement); assisting the client in setting up web-based access and entering trades. Lots of customer contact is involved including by phone, email and in-person. Strong experience with various software programs is helpful as is previous experience in a financial setting. Top-notch proofreading, spelling and grammar skills are a must.
- A series 65 is preferred but not required.
- Strong administrative experience and ideally 3+ years experience within a financial industry
- Ability to pass background check and drug screen
To apply or learn more about this opportunity, please email your resume to email@example.com or call our office at 520-323-3100. Please reference Order ID: 4CPN