SUMMARY OF RESPONSIBILITIES
This individual will perform a variety of functions related to investment brokerage marketing functions. Clerical duties will include daily work in MS Office, scheduling appointments, working and communicating with the public.
Help plan and develop various client and special events
Prepare outgoing mailings to prospective clients.
Perform some research in order to respond to questions or requests.
Other duties as assigned by broker.
EDUCATION & EXPERIENCE
High School Diploma or equivalent, some college coursework desired.
1-3 years of administrative work with above average computer experience
Strong and efficient communication skills both in writing and in person
Must have excellent customer service skills and working knowledge of principles for providing customer and personal services.
Good interpersonal interaction and the ability to work well with all level employees and clients.
Stifel Nicolaus - 17 months ago