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Investment Assistant in Birmingham, AL at Vaco

Date Posted: 11/4/2018

Job Snapshot

Job Description

Our client is seeking an Investment Assistant to join their growing team. This position will provide administrative and clerical support to the investment services team.

Responsibilities:

  • Provides general information regarding investment services, as well as, making telephone and direct mail marketing contacts
  • Prepares required reports, maintains client records and investment database system
  • Responsible for accurate filing and maintenance of all client records
  • Processes and completes in a timely manner all necessary production reports
  • Responsible for completion and processing of client investment applications
  • Maintains the investment database system

Required Skills:

  • Bachelor's degree in finance, economics, math or a similar field of study
  • Must have a general knowledge of investments and a working knowledge of general office operations.
  • Must have Series 6, 63 and Life/Health Licenses preferred (or be willing to obtain).

DUE TO THE HIGH VOLUME OF RESUMES PLEASE NOTE YOU DO NOT NEED TO APPLY IF YOU HAVE RECENTLY SUBMITTED TO ANOTHER VACO POSTING. YOUR QUALIFICATIONS WILL BE CONSIDERED FOR ALL OPEN VACO OPPORTUNITIES.

Your resume will never be submitted to a client company without your prior knowledge and consent to do so.
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