Financial Services Assistant
Express Employment Professionals
Posted On 06/23/2022
Express Employment Professionals has partnered with a local financial institution to seek a Financial Services Assistant. This position is entry level to start and will grow into a Consultant type position.
- Assist members with address changes, questions regarding accounts, account changes, etc.
- Screen calls for representatives and handle client questions and issues
- Complete mutual fund trade tickets/monitor for settlement
- Process annuity and life insurance forms
- Establish and maintain client files and adhere to compliance requirements
- Schedule client appointments
- Other duties as requested
Position Type: Evaluation hire, full time Monday-Friday 1st shift
About Express: Express Employment Professionals is a locally owned and operated job match company. We specialize in connecting our community to long term, permanent work opportunities. As a 2021 Best of Staffing Awards Winner, we are dedicated to helping individuals find the best job to match their desires and skill set. One interview with us is similar to interviewing for over 100 companies. Apply to join our Express family today. As always, there is never a fee to the jobseeker!
Express Employment is an Equal Opportunity Employer