Adecco is currently recruiting for a direct hire Investment Assistant.
This position requires excellent client servicing skills and prior experience working with high net worth investment clients. The Investment Assistant will work with investment consultants and/or financial planners and will:
Prepare for client meetings by detailing profit/loss statements.
Research client portfolio holdings.
Research and resolve a variety of client account issues.
Process new account paperwork.
And MORE!
Qualified candidates will have their Series 7 license and at least 3 years of prior related experience. A Bachelor's degree is preferred. Candidates must have proficiency with MS Word and Excel.
Please forward your resume for immediate consideration.
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