REGISTERED SALES ASSISTANT - TEMP TO HIRE

Contact Information: DM Stone JobsInBrokerage.com 250 Montgomery Street Suite 1110 San Francisco, CA 94104

Contact: dmsjobs1 Phone: 415-391-5151 Fax: 415-391-5536

Job Reference: 3907 (Please use reference when applying for this job)

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

Requirements:

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