Fincadia Wealth Management is seeking a full-time Client Service Associate to work in our NYC office. This position will provide executive level administrative support for the registered representative team. We are looking for a motivated, resourceful, and organized individual that can interface with managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individuals.
Duties of this position include:
· Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management
· Scheduling/calendar management
· Oversight of opening new investment accounts, client presentations and account services
· Assist with day-to-day operations and office related tasks as needed
· Provide reception support
Qualifications:
· Forward thinker with proactive mindset
· Solid organizational and time management skills
· Excellent verbal and written communication
· Committed, accurate, detail-oriented, and dedicated individual
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Knowledge, experience, ability to work independently, adherence to high quality ethical standards is essential for this growth-oriented career track position.
Job Type: Full-time
Work Location: One location- NYC
Contact Information: Richard Spatola at Rspatola@fincadia.comor call me direct at 631-881-0703.
Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through AreteWealth Advisors, LLC an SEC registered investment advisory firm.
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- Health insurance
- Paid time off
Compensation package:
Schedule:
Work Location: In person