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Posted: Monday, January 16, 2017 7:11 AM


Indeed Hire is partnering with a leading financial planning and wealth management firm, in search for an experienced Investment Sales Assistant to join their support team.


Process investment transactions and perform ad hoc projects related to investments.
Maintain and service accounts for high net worth clients.
Generate quarterly and annual investment reports and perform portfolio analysis, utilizing Excel spreadsheets and charts.
Prepare the advisor for client meetings.
Organize and maintain client files and client databases.
Demonstrate expertise in a variety of the financial industry’s concepts, practices and procedures.
Necessary Skills:

Proficiency in Excel and Word
Strong mathematical skills
Outstanding organizational and task management skills are a must
Necessary Characteristics

Professional and mature
Advanced computer knowledge, especially in Excel
Positive/can-do attitude is a prerequisite
Superior oral and written communication skills
Be extremely detail oriented and well-organized
Possess strong work ethic and the highest level of professionalism
Should have experience directly in the financial services industry

Bachelor's Degree in related field or equivalent work experience.
Series 7 license

Minimum of three years of experience within the financial industry.
Job Type: Full-time

Job Location:

Parsippany, NJ
Required education:

Required experience:

Administrative Assistant: 3 years
Required license or certification:

Series 7 License

• Location: Central Jersey, Parsippany, NJ

• Post ID: 32627304 centraljersey is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017