Skip to main content
Johnson Jobs

Financial Services Assistant

apex staffingLittle Rock, AR

2 days ago

Occupations

Financial Clerks, All OtherPersonal Financial AdvisorsSecretaries and Administrative Assistants, Except Legal, Medical, and Executive

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities

$20.00 per hour

APPLY NOW (opens in a new tab)

About the role

Financial Services Assistant Top Little Rock financial firm seeking a Financial Services Assistant to serve as the true connection between clients and the internal team. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
Job Duties:
  • Provide administrative support as needed: answer calls, manage contacts, manage schedules and produce reports
  • Maintain and retain office files consistent with firm/professional policies and requirements
  • Send paperwork to clients using the electronic signature system
  • Quality check and submit custodial items for processing
  • Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
  • Support client onboarding requirements with financial planning and investment management applications
  • Prepare and produce back-office support demands for basic client account requests
  • Gather and prepare necessary information for advisory meetings with clients.
Experience and Education:
  • Associate or Bachelor's degree preferred
  • Experience in banking/financial services required
  • Experience in retirement plans and custodial funds preferred
  • Advanced Excel skills
  • Excellent communication skills (verbal, written and listening)
  • Ability to handle stress in client relations and a busy office environment
  • Excellent time management and strong organizational skills
  • Ability to prioritize multiple tasks and anticipate potential problems
  • Proficiency in Salesforce (CRM) preferred$20.00 per hour to start 90-Day review, raise eligible Excellent benefits package

Matching similar jobs

JOB OVERVIEW

Salary

$20.00 per hour

Experience level

Junior

Location

Little Rock, AR

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)