Senior Executive Assistant Job at Linker Financial Group
Looking to add to our team of professionals in servicing the Financial community. This candidate will bring a warm and vibrant outlook to the team. This candidate will be required to become series 7 Licensed (if not already Licensed).
Responsibilities:
Client Service (both in person and over the phone), Assistant to the Branch Manager, File Management, Maintain client documents in current CRM, open new accounts, process financial withdrawals, take financial transaction orders and see through approval, become fimiliar with Financial planning, write and distribute emails, letters, faxes, memos, etc.
Qualifications:
* Working knowledge of office equipment- printers and fax machine
* Proficient in Excel, Word, Outlook and other office programs
* Excellent time management skills and ability to prioritize tasks
* Attention to details, strong organization skills and ability to multi-task
* College Degree required
* Series 7 License (or plan to become licensed)
* Office experience required (serious applicant only)
* Financial Background preferred but not required
Job Type: Full-time
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Fresno, CA 93720: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Office: 1 year (Required)
Work Location: One location
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