Financial Advisor Assistant

Job Summary:  We are looking for a Financial Advisor Assistant to join a growing team.  The Financial Advisor Assistant responsibilities include but are not limited to:

• Answering phones, taking messages, schedule appointments, greet visitors
• Setup/maintain paper/electronic filing system
• Handle all incoming/outgoing correspondence
• Supply necessary forms for transactions and complete forms aligning with company policy
• Review all transactions for accuracy and reconcile confirmation tickets to order
• Create board report for all financial advisors

Location: Maryville, IL
Position type: Full time, Evaluation Hire
Pay: $20/hr - $25/hr, BOE

Qualifications

• High school diploma or equivalent
• Associates or bachelor’s degree in relevant field (preferred but not required)
• 3-5 years of experience in financial services industry (preferred but not required)
• Working knowledge of investments (rules/regulations), compliance issues, company policies/procedures and computer systems/software.
• High school diploma or equivalent
• Excellent oral and written communication
• Practice ruthless time management, professionalism, and social perceptiveness

How To Apply: Submit a completed application to the Edwardsville location at www.expresspros.com or email your resume to Rachael.Gourley@ExpressPros.com

About Express Employment Professionals: Express was founded in 1983 and began franchising in 1985. A privately held company, Express has more than 850 office locations in the U.S., Canada, South Africa, Australia, and New Zealand. Express Employment Professionals provides employment solutions to job seekers in need of a job that matches their skills and schedule. There are many advantages by choosing Express. One application makes you eligible for multiple positions with top companies, and there are no fees for job seekers.  

Benefits Available to Express Associates:

• Holiday Pay (6 Days observed)
• Medical Plan
• Dental Plan
• 401(k) Retirement Savings Plan