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Investment Sales Administrator
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Buffalo, NY
JOB DESCRIPTION

Job #: 34933
Title: Investment Sales Administrator
Job Location: Buffalo, New York - United States
Employment Type:
Salary: $50,000.00 - $60,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Investment Sales Administrator Job Overview

Dynamic, boutique, Buffalo-area investment firm has immediate opening for an Investment Sales Administrator.

JOB DESCRIPTION

General Summary:

Prepare documents required to open client accounts, process client requests and verify account set-up. Enter information into client database software. Scan and index account documents in electronic document management system. Perform other administrative duties and projects as assigned by manager.

Principal duties and responsibilities:

  • Prepare completed new account documents
  • Work with new client account set-up in regards to banking and investment transactions
  • Process varied client requests including check/wire distribution requests, account changes, transfers, deposits, etc. Complete associated paperwork and record as needed. Maintain pending items file to verify accurate completion.
  • Prepare various monthly summary reports on review meetings and appointments.
  • Participate in weekly Client Service Manager meetings.
  • Perform various administrative duties, including faxing, copying, scanning and filing.
QUALIFICATIONS

Knowledge skills and responsibilities:

  • Bachelor`s degree in related field preferred
  • Experience in the investment industry strongly preferred
  • Strong PC skills
  • Must be well organized, detail oriented, able to perform multiple tasks, meet deadlines, take direction, work with all personalities and possess good verbal and written communication skills.

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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