Invest Services Assc I Corporate Office - Newton, NC 28658

Overview Level: Entry

Description Assists financial advisors with providing efficient, quality service to clients.

Qualifications Required Education/Knowledge:

High school diploma or equivalent

Preferred Education/Knowledge:

SIE (Securities Industry Essentials) Exam

Preferred Experience:

One to three years experience in banking, insurance or financial planning industry

Required Skills:

Exceptional customer service skills

Strong interpersonal skills to deal with clients, financial advisors and staff

Strong written and verbal communication skills sufficient to deal with financial advisors, clients and home office personnel

Professional and pleasant appearance and demeanor to work with clients

Ability to work under pressure and meet daily deadlines

Ability to work independently

Strong organizational skills

Ability to prioritize tasks

Strong analytical skills to be able to research account information

Mathematical abilities sufficient to process account and transaction information

Ability to operate general office equipment (copier, fax, etc.)

Strong computer skills including Word and Excel

Ability to learn various software packages