Invest Services Assc I

Job description

Job DetailsLevel: EntryJob Location: Corporate Office - Newton, NC 28658Assists financial advisors with providing efficient, quality service to clients. QualificationsRequired Education/Knowledge: High school diploma or equivalent Preferred Education/Knowledge: SIE (Securities Industry Essentials) Exam Preferred Experience: One to three years’ experience in banking, insurance or financial planning industry Required Skills: Exceptional customer service skills Strong interpersonal skills to deal with clients, financial advisors and staff Strong written and verbal communication skills sufficient to deal with financial advisors, clients and home office personnel Professional and pleasant appearance and demeanor to work with clients Ability to work under pressure and meet daily deadlines Ability to work independently Strong organizational skills Ability to prioritize tasks Strong analytical skills to be able to research account information Mathematical abilities sufficient to process account and transaction information Ability to operate general office equipment (copier, fax, etc.) Strong computer skills including Word and Excel Ability to learn various software packages