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Job description
Essential Duties and Responsibilities
nnnService daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
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nnWork both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
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nnOpen new client accounts, process money movement, and research information as needed
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nnEnsure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion
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nnPrepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
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nnPrepare various business summary reports and client-specific reporting as needed for review by the financial advisor
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nnCreate and maintain records and files utilizing Client Relationship Management (CRM) software
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nnActively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
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nnPerforms other duties and responsibilities as assigned
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n nKnowledge, Skills, and Abilities
nKnowledge of
nnnCompany's working structure, policies, mission, and strategies
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nnGeneral office practices, procedures, and methods
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nnBasic investment concepts, practices and procedures used in the securities industry
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nnFinancial markets, products and industry regulations
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n nSkill in
nnnClient Relationship Management (CRM) software
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nnMicrosoft Office
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nnEffective communication (in-person, virtual, phone and mail)
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n nAbility to
nnnOperate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
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nnAnalyze and research account information
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nnOrganize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
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nnTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
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nnHandle stressful situations and provide a high level of customer service in a calm and professional manner
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nnAnalyze problems and establish solutions in a fast-paced environment
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nnUse mathematics sufficient to process account and transaction information
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nnUse appropriate interpersonal styles and communicate effectively
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nnWork both independently and as part of a team
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nnProvide a high level of customer service
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n nLicenses/ Certifications: SIE, Series 7, 66, or equivalent - or willing to obtain in stated period
nEducation: Bachelor's degree preferred
nExperience: 2+ years of industry experience
nWorkstyle: Onsite
nTravel: None required
nBenefits: Medical + HSA Contribution, Retirement + Match, PTO + Market Holidays
nZuehlke Karcz Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
nPLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Worksite address
green bay, WI, 54311, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.