Job Description

TAILORED MANAGEMENT IS SEEKING A HIGHLY MOTIVATED AND EXPERIENCED - FINANCE ASSISTANT IN WILMINGTON, DE 19803

DURATION: 7+ MONTHS

RESPONSIBILITIES: • Heavy phone contact with Financial Advisors and branch office personnel. • Proficiently utilize all Advisory support applications as well as navigate other system tools. • Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation. • Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines. • Drive process improvement efforts through feedback to Department management. • Work collaboratively with team members by managing call volume and service levels while providing outstanding service. • Utilize Customer Relationship Management systems effectively. • Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs. KNOWLEDGE AND SKILLS REQUIRED: • Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory) • Professional experience in Financial Services ideally in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) preferred • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment • Clear and efficient communicator; results oriented; flexible and adaptable • Ability to build relationships across departments throughout *** • Result oriented individual who is flexible and able to adaptable to change • Excellent communication and interpersonal skills • Strong focus on customer service

Company Description

Tailored Management is a national premium recruiting firm; dedicated to developing strong relationships with both clients and career seekers. Our President says, “The people business is personal.” This simple but profound phrase shapes the thinking that has made Tailored Management into a major national force in the recruiting industry. We believe to our core in finding the perfectly tailored candidate for each role we fill - each and every time.