Job Description Template for:

Investment Assistant

Years of experience: 0 - 2 years
Education:
  • BS in Accounting or any related field
Responsibilities:
  • Check deposits
  • Back-up to service for Commonwealth and Direct accounts
  • Assist with opening new accounts and processing paperwork
  • Assist with annual/quarterly reviews
  • Schedule individual client meetings for advisors
  • Generate reports regarding CRM entry and updates, Social Security Analyzer reports
  • Provide company-wide back up for front desk/reception, mail delivery to post office
Required Skills & Qualifications:
  • 1 year experience with securities or insurance products
  • Proficiency with Microsoft Office products
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment


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