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 Branch Office Administrator/Sales Administrative Assistant

Details
Country: USA
Location: Missouri-St. Louis St. Louis, MO 63146
Total applied: 23
Salary/Wage:25,000.00 - 40,000.00 USD /year
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:1+ to 2 Years
Education Level:High School or equivalent
Location:St. Louis, MO 63146
Status:Full Time, Employee
Occupations:Financial Analysis/Research/Reporting;Investment Management;Financial Products Sales/Brokerage
Career Level:Experienced (Non-Manager)
Relevant Work Experience:1+ to 2 Years
Branch Office Administrator/Sales Administrative Assistant

Wachovia Securities and Severin Financial Group, Inc.
Seeking a detail oriented person for planning and preparation of daily activities, maintaining appointments, ability to prioritize and be well-organized.  Must be competent in all computer skills including Microsoft Word and Microsoft Excel.BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA to deepen existing client relationships by preparing a variety of reports and scheduling appointments.You must possess excellent analytical skills and problem solving skills.You will also monitor licensing and registration of the FAs in the branch office.

Requirements:
Excellent attention to details, excellent customer service, and thrive working in a fast paced organization.

Qualifications:
2 years+ office experience, (within the finance industry is preferred, but not required), MUST BE WILLING TO LEARN NEW COMPUTER PROGRAMS. Also looking for someone who is willing to obtain their Series 7 and Series 66 license.

Salary/Benefits: Salary commensurate with experience.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth

 

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