Pay Rate: $24/hr w2
Responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry.
• Knowledge of portfolio performance or risk measurement statistics and tools.
• Highly motivated professional with problem solving ability, and personal accountability.
• Excellent and efficient communication (written and oral), and listening skills.
• Solid understanding of investment vehicles.
• Ability to learn quickly and apply knowledge to various situations.
• Ability to multi-task, prioritize and excel in a fast-paced, deadline driven environment
• Strong organizational skills, attention to detail, and excellent follow-up skills
• Self-motivated with the ability to work autonomously and succeed in a team environment
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