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Administrative Assistant in Reston, VA at Staffing Now

Date Posted: 8/27/2020

Job Snapshot

Job Description

We are currently looking to fill an Administrative Assistant/Associate Advisor position for our client in Reston , VA.
The responsibilities of this position will be to provide support to Financial Consultants with respect to client inquiries, communications, and product support.

The associate will also provide liaison support between the home office and branch with respect to aspects of daily processing including; new accounts, check requests, fed wires, general inquiries, customer service, check deposits, etc, as well as other projects and tasks as assigned by Branch Management.
Desired Skills & Experience

  • Bachelor's Degree or equivalent required
  • A minimum of 3 years' experience in the investment services industry preferred
  • Quick to learn
  • Exceptional customer service skills
  • Critical thinking capabilities
  • Strong initiative
  • Effective written and verbal communication skills
  • The ideal candidate would be FINRA series 7 & 63, 65 or 66 registered or willing to obtain the licenses within 6 months.

Base Salary plus yearly bonus will be commensurate with experience, and/or industry licensing.