Gerente, Asistentes Y Asociados De Venta

Responsibilities:
- Assist with the management of client relationships and provide exceptional customer service
- Conduct research and analysis on various financial topics, including investment options and market trends
- Support the development and implementation of investment strategies for clients
- Assist with portfolio management activities, including monitoring performance and rebalancing portfolios
- Collaborate with team members to ensure accurate and timely completion of client requests and projects
- Maintain client records and documentation in compliance with regulatory requirements
- Provide administrative support to senior team members as needed
Requirements:
- Strong knowledge of wills, trusts, and estate law
- Familiarity with investment management principles and practices
- Previous experience in a financial services or wealth management role is preferred
- Proficiency in cash management and portfolio management techniques
- Excellent research and analytical skills
- Strong attention to detail and ability to prioritize tasks effectively
- Knowledge of technical accounting principles is a plus
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
Please note that this job description is not exhaustive and additional responsibilities may be assigned as needed.
Job Type: Full-time
Pay: $11.00 - $15.00 per hour
Compensation Package:
Bonus opportunities
Commission pay
Work Location: In person