Century Bank

  • Financial Advisor Assistant

    Location US-MA-Medford
    Posted Date 3 months ago(8/15/2018 12:24 PM)
    # Positions
    1
    Position Type
    Full Time
  • Overview

    The role of the Financial Advisor Assistant is to assist the financial advisors with administering all aspects of client accounts. This position acts as the main contact for client inquiries and financial account action items, and it entails significant interface with both clients and financial advisors via phone and other electronic media.

    Responsibilities

    • Assist financial advisor with client support and time management.
    • Schedule appointments and assist clients with paperwork.
    • Manage and resolve client service problems, such as issues with statements and transactions.
    • Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements;
    • Support with any administrative tasks, as directed
    • Additional projects and tasks as assigned.

    Qualifications

    In order to succeed, the candidate for this role must have the following:

    • A high school diploma (Bachelor's Degree is preferred).
    • Experience in the financial service industry is required.
    • A working knowledge of financial products is essential; securities and insurance licenses (FINRA Series 7, FINRA Series 66 (preferably) or Series 63, Life and Health Insurance designation) are required.

     

    Century Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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