Student Worker

Student Worker

Requirements

• Excellent customer service skills and exceptional telephone etiquette
• Demonstrates a high level of professionalism and positive attitude
• An interest in financial services and developing a career in wealth management
• Prior office experience in a corporate or university setting preferred
• Experience with the Microsoft Office package

Responsibilities

• Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
• Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
• Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
• Prepare for client meetings and presentations
• Create quarterly performance reports and distribute to clients
• Conduct cost basis research
• Perform additional duties and assist with projects as assigned

Preferred Qualifications

• Prior office experience in a corporate or university setting preferred