n between reps and clearing firms,
preparing client quarterly and annual reports,
responding to and resolving client and rep inquiries and issues
other duties as needed.
Requirements:
Experience in Operation Dept of Financial Services Firm
Series 6 licensed preferred but not required.
Strong background in Microsoft Office especially Word and Excel. Knowledge of Advent and Microsoft Access preferred but not required.
Exceptional verbal and written communication skills.
Works well under pressure.
Candidate will be strong team player and self-motivated.
Flexible but effective time manager who is able to prioritize responsibilities, manage several simultaneous projects from inception to completion.
Location: Berwyn PA
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Administrative Assistant Financial Services Wayne Padetailsvisit 02/10/2012 Kades-Margolis Corporation is a trusted regional financial services and retirement planning organization that has been serving clients in Pennsylvania, New Jersey and Delaware since 1974. We offer a comprehensive benefits package as well as one-on-one tr ...more
aining to help ensure the success of our employees.
The Administrative Assistant position will provide direct support to our Director of Operations. This is a full time benefits eligible position Mon-Fri 8:30am to 5:00pm. Responsibilities will include but not be limited to:
• Support Director of Operations with various tasks and assigned project‐based work
• Handle incoming calls through to a resolution or transfer to appropriate person
• Maintain and strengthen relationships with our clients through strong follow up and ability to answer questions accurately and in a timely manner
• Create and modify documents using word processing, spreadsheets and database software through Microsoft Office.
• Maintain confidentiality in all aspects of client, staff and agency information
• Maintain Director of Operation's and/or office calendar to coordinate work flow and meetings when necessary
• Prepare responses to correspondence containing routine inquiries.
• Perform general clerical duties to include, but not limited to, bookkeeping, copying, faxing, mailing and filing.
• File and retrieve organizational documents, records and reports.
• Additional responsibilities as assigned by Director of Operations
Location: Wayne, PA
Compensation: 28,000 to 33,000
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Financial Services Professional Horsham Pa detailsvisit 02/07/2012 Windsor Financial Group will be hosting an open house on 2/28/2012 for entrepreneurial , highly motivated individuals seeking a career in the financial services industry. Experienced and inexperienced agents/advisors are welcome, as well as people looking ...more
to make a career/industry change.
The program will begin at 6:00pm and will be very informal and relaxed with a thorough presentation of the career opportunities and background of our firm. Attendees will have a chance to listen and speak with several of our specialists and top advisors.
If you or anyone you know might benefit from this night, please forward this information to them.
Please RSVP for the event by responding to this post.
Location: 220 Gibraltar Rd. Suite 350 Horsham, PA 19044
Location: Horsham, PA
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Financial Services Salesdetailsvisit 01/30/2012 Sales/External Wholesaler/ Business Consultant
Financial Services/Technology
Company:
EQIS Capital Corporation
San Rafael, California
Compensation:
This is a full --time commission role
Position Description:
Independent Wholesaler/ Business Consultan ...more
t
Location:
Throughout the United States
Position Overview:
As an Independent Business Consultant you will be responsible for bringing assets under management onto the EQIS Turnkey Asset Management Platform. This is a consultative sales position working directly with Independent Financial Advisors, Bank Advisors, Registered Investment Advisors, Insurance Company Advisors, and Regional Broker- Dealer Advisors. The person in this role will be expected to position the EQIS technology platform and capabilities through product demonstrations and other consultative sales processes. The person in this role will be expected to achieve agreed upon sales objectives which will include:
• Growing assets under management
• Expanding the use of technology tool usage and capabilities by financial advisors
• Developing Business Plans with independent advisors that establish mutual expectations
• Reviewing and adjusting plans as needed
• Building a sales territory and penetration of existing broker/dealer advisor relationships
• Travel throughout assigned territory
The best people in this role have initiative, are self starters, and motivated. They have strong energy around sales; possess the ability to create and manage according to a set business plan.
Organization:
This position will report to the Regional Sales Manager and interface with the top executives of the firm.
Challenges:
1. Creating a Strategic Partnership with Financial Advisors
2. Positioning technology as a value-added solution
3. Ability to position the company against competitive offerings
4. Position yourself as a value-added Business Consultant to Financial Advisors
Position Requirements
This person must have a strong sales background marketing to the Financial Services Industry, selling Financial Services products, familiar with turnkey asset management programs, and technology. Prior experience as a wholesaler or Financial Advisor is a plus. Strong communication and presentation skills are necessary for the role.
• Bachelor's Degree
• FINRA series 6 or 7 and 63 useful but not required
• Minimum 5 years experience
About Us:
EQIS Capital is an aggressively growing Financial Services Technology firm in the United States. EQIS provides technology that helps Advisors manage their business and improve productivity; we offer practice management tools that reduce time spent on operations, compliance, and marketing; portfolio management capabilities with over 70 portfolio managers. All applications are fully integrated with a state of the art technology platform delivered via the internet or "cloud".
To Apply:
E-mail your resume and cover letter to the email address above.
Our apologies in advance, but due to the high volume of resumes received, we are unable to accept telephone calls regarding available opportunities and will only contact those candidates being invited to interview. Qualified candidates must have legal authorization to work in the United States.
Candidates only, please no third parties.
EOE
To learn more about EQIS, please visit our website at http://www.eqis.com
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Financial Services Agent Philadelphiadetailsvisit 01/14/2012 Growing financial services firm in the Philadelphia area, is looking for several key people part time or full time to join our team.
We fully train. No prior financial experience is necessary!
Requirements:
- Pass a Criminal background check
- Have re ...more
liable transportation
- work in a team environment
- Possess leadership qualities, strong work ethic, determination
- must be able to work independently
- must complete training requirements
If you keep your options open this opportunity is for you, or someone who is looking for a strong second income or career option.
forward your resume for consideration.
Location: philadelphia
Compensation: will discuss
This is a part-time job.
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Financial Services Assistant Center City Phila Padetailsvisit 01/03/2012 The Frost Group Inc has the following position available: Financial Services Assistant. The assistant's responsibilities would include, but are not limited to the following:
greeting visitors; screening and/ or selectively referring callers; supporting c ...more
lients by providing services in account management and technical support;creating marketing
pieces and coordinating compliance approval as well as implementing marketing plans; maintaining client databases and compiling information to prepare reports using
appropriate software; and performing special projects as requested. May also assist during tax season by preparing returns and or performing special projects as assigned.
MINIMUM QUALIFICATIONS: * Two years related experience ( administrative, customer service, marketing) or equivalent education
* Microsoft Office
* Qualified candidates must have execellent communication, customer service, must have high work ethics and initiative.
The Frost Group Inc offers competitive benefits/ compensation packages
Interested candidates should submit their resume and salary requirements to Mr. Frost at JACK10577@HOTMAIL.COM.
The Frost Group Inc is an equal opportunity employer.
Location: Center City Phila., Pa.
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Please do not contact job poster about other services, products or commercial interests.
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