Job description
This position is responsible for assisting the Wealth Advisor in the development and support of the assigned Advisors prospective and existing customers. Professional customer service skills required. This position requires the ability to: lead branch initiatives, organize workflow, follow through on assigned tasks, to directly handle client questions, solve problems, work independently, and to take initiative when necessary.
All in a timely manner with the ability to multi-task in a fast-paced environment with diverse circumstances. Self-motivation, leadership, and the ability to thrive in team atmosphere are very important in this position.