If you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you!!
Wealth Management Assistant/ Transaction Coordinator
Responsibilities:
- First and Foremost, you MUST be a team player.
- This is NOT a Remote Position. Must be available to work in our Summerlin location
- Assist Financial Advisors with their Daily tasks
- Create documents for transferring Securities and Annuity assets
- Processing Annuity Applications
- Tracking Transfers for contra firms
- Draft correspondences and other formal documents
- Greet and assist onsite guests
- Answer inbound telephone calls and handle basic requests
- Develop and implement organized filing systems
- Perform all other office tasks
- Review client paperwork
- Using Orion, Charles Schwab, Allianz, North American & F&G Institutional platforms
Qualifications:
- Securities License preferred, but not required
- Previous experience in Financial/ Insurance office administration or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
- Must have experience in processing Annuities and/or Securities business
- Must have the ability to use the basic functions of Excel and Microsoft Word
- College Degree
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Compensation package:
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
Education:
Experience:
- Annuity New Business Processing: 3 years (Required)
- Securities Processing: 3 years (Required)
Language:
Ability to Relocate:
- Las Vegas, NV 89135: Relocate before starting work (Required)
Work Location: In person