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Job Title: Registered Sales Assistant/Operations
Job Location: NY: NEW YORK
Pay Rate: Open
Job Length: full time
Start Date: 2009-02-13
Company Name: Robert Half International
Contact: HR
Phone: email only please
Fax: email only please
Description: Registered Sales Assistant/Operations
Registered investment adviser located in Midtown NYC seeks Registered Sales Associate. The firm is an independent multi-family office providing wealth management and financial planning services to high net worth individuals. The Associate will be joining an expanding firm in the early stages of growth. The Associate will provide fundamental support in all aspects of client service, client relationship building, and account maintenance to assist the business activities of the Firm. Some responsibilities include: • Client Management • Maintain an organized inventory of client presentations, documents, and various supporting information • Check trades, positions and items for attention on a daily basis in each client account • Work with client service team to perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments and copying, faxing and scanning materials • Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations; answer client questions via telephone and face-to-face interaction For immediate consideration please e-mail resume to david.diller.DeleteThis@roberthalffsg.com Additional Information Location: NEW YORK, NY
Job ID: 02944-100979
Experience: College Degree Preferred Series 7/63 Mandatory 3+ years Experience as Registered Sales Asst and or Client Service Rep. Prior experience with office software A+ Ability to handle time sensitive issues Superior communication skill required
Unit: Robert Half Finance & Accounting
Please refer to Job code rhii-02944100979 when responding to this ad.
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