Job Description

IF YOU ARE INTERESTED IN JOINING A FAST-PACED AND EXCITING COMPANY WITH HUGE GROWTH POTENTIAL, WE ARE THE PLACE FOR YOU!!

Wealth Management Assistant/ Transaction Coordinator (Sun City / West Valley office)

Responsibilities:

• First and Foremost, MUST be a team player.
• THIS NOT A REMOTE POSITION. Must be available to work at one of our l
• Assist Financial Advisors with their Daily tasks at Tempe and Scottsdale locations OR Surprise/ West Valley location
• Create documents for transferring Securities and Annuity assets
• Tracking Transfers for contra firms
• Draft correspondences and other formal documents
• Greet and assist onsite guests
• Answer inbound telephone calls and handle basic requests
• Develop and implement organized filing systems
• Perform all other office tasks
• Review client paperwork
• Using Orion, TD Ameritrade Institutional, Veo One, Charles Schwab Institutional platforms

Qualifications:

• Securities License preferred, but not required
• Previous experience in Financial/ Insurance office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• Must have experience in processing Annuities and/or Securities business
• Must have the ability to use the basic functions of Excel and Microsoft Word
• A college degree is nice, but not required'
• Experience in handling new business transactions for annuities and/or securities.

Company Description

Asset Preservation is a full service Wealth Management firm. We have deep relationships with our clients. We prepare estate planning documents, create tax plans, prepare taxes and manage investment portfolios.