Job Description
RESPONSIBILITIES & ACTIVITIES:
- Administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals
- Assists in research
- Helps maintain positive and constant contact with clients on behalf of the firm
- Assists other team members as requested
KNOWLEDGE, SKILLS & ABILITIES:
- Excellent interpersonal skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- A burning desire to succeed
- An ability to handle multiple tasks
- Previous 2 years of financial service experience in working with and speaking to retail clients
- FINRA Series 7, 63, and Series 65 or 66 registrations
Company Description
LeadingEdge Personnel's goal is to help you find your next career move. LeadingEdge Personnel focuses on temp, temp-to-hire and direct hire placements throughout the Austin & San Antonio area. We staff for the best because we attract the best employees. We can't wait to help you achieve your next dream job!