What are the responsibilities and job description for the Series 7 Registered Operations & Administrative Assistant position at Linden Thomas & Company?
Rapidly growing independent wealth management firm seeks experienced professional to help with client education and allocation/retirement reviews. Individual would work with a team to help better educate and service the needs of high net worth clients. Professional phone etiquette a must. Candidates should be able to work independently and with accuracy under tight time constraints in a fast paced environment.
Series 7 license required.
Competitive compensation package with full benefits including 401(k) profit sharing.
An AA/EOE employer M/F/D/V
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
COVID-19 considerations:
We are extremely sensitive to the virus and taking every measure to prevent it. We wear masks and respect the social distancing rules. We are an essential service and do report into work every day.
Education:
- Bachelor's (Required)
Experience:
- Wealth management: 2 years (Required)
License/Certification:
- Series 7 (Required)