Wealth Management Assistant

ACT Professional Solutions

East Hanover, NJ

Expired: over a month ago Applications are no longer accepted.

Full-Time

Job Description

Our client, located in East Hanover – a Financial Services Firm, has an exciting opportunity for a Client Service Associate to join their team. Wonderful family type culture and a great place to work. This is a temp-perm opportunity.

In this role the CSA will:

Assist the Financial Advisor in client meetings
Assist clients with task completion and ensuring overall satisfaction from the client (so as to gain referrals)
Completion of Client paperwork
Data Entry - Inputting portfolio sheets into the system
Ensure monthly cash disbursements are funded for the clients
Preparation of monthly investment reports

Ideal Candidate will:

Have minimum 5 years in the Banking/Financial Industry
Understand financial terms and be able to differentiate between various financial products and services
Be able to communicate effective by phone with clients and financial partners
Be able to take direction from multiple people and prioritize
Be detail oriented and have strong time management
Have strong listening skills, think independently and critically
Have an overall passion for working with people and the business

Bachelors Degreed preferred

Knowledge of MS Office Suite required

Company Description

ACT Professional Solutions is one of the premier recruiting and staffing companies in America. By focusing on core values, trust, and integrity, we provide exciting employment opportunities in the area of Information Technology. Our recruiters have over 50 years of combined experience in building long lasting relationships and successfully matching skilled professionals with employers.