Are you organized, disciplined, and efficient? Do you have experience in an investment support role and interested in making a move? ITAC Solutions has the opportunity for you!
What you’ll be doing (duties of this position):
- Supporting multiple brokers
- Opening new accounts, answering phone calls, preparing documents and information for client meetings
- Client interaction in the office
- Investment operations
What you’ll need to be considered (requirements):
- Series 7 license is highly preferred for consideration. If a candidate does not have the license and is hired on, they will be required to obtain the license.
- Bachelor's degree required or equivalent investment support experience and license.
- Strong ability to multi-task, prioritize, and keep on task
What could set you apart from the rest (preferred skills / experience / knowledge):
- Series 7 license
- Experience in and investment support role
About ITAC: We're in the business of connecting professionals with employment/career opportunities in fields such as accounting and finance, technology, engineering, office administration, marketing, sales and just about any other position from the front desk to the corner office. Whether your need is for temporary or contract employment or for full-time employment, our goal is to help you make the right connection. Think this posting is a perfect match for your experience, skills, and qualifications? Apply above! If this job isn't for you but sounds like a great opportunity for someone you know, use the red arrow to the left of this posting and share with a friend.