Net-Temps
REGISTERED SALES ASSISTANT - TEMP TO HIRE Back to search
Contact Information:
DM Stone JobsInBrokerage.com
250 Montgomery Street Suite 1110
San Francisco, CA 94104
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Contact: 
Phone: 
Fax: 
dmsjobs1
(415) 391-5151
415-391-5536

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Reference Number:
3907

Job Description:
Established and successful full-service Broker Dealer is looking for a Registered Sales Assistant to provide full administrative and operational support to one or more Financial Advisors.

Responsibilities will include direct client contact; providing account and market information; maintaining files and preparing correspondence and documents for Financial Advisors and Clients and forwarding account documentation and compliance filings to the home office on a daily basis.

Requirements

Series 7 and 63 registration is required.

4 year college degree or commensurate experience preferred.

Working knowledge of MicroSoft Office and Novell Groupwise a plus.

Ability to prioritize and handle multiple tasks efficiently is also necessary.

Previous experience in Private Client Services/Wealth Management required

Hours 8-5

Send resume as an MS WORD ATTACHMENT to diane@dmstone.com

Experience Level:
Unspecified

Requirements:

Location:
San Francisco CA

Duration:
1 - 3 months

Pay Rate:

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Date Posted: 11/19/2009
Last Updated: 11/19/2009
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