$18/hour
244 US-51, Madison, MS 39110, USA
You will be an assistance for an investment advisor. You will be trained in all of these areas: You will be assisting the advisor with the transition of his business. Tasks will include assisting the advisor in transferring his accounts to his new firm : Opening accounts on computers. Submitting transfer forms. Sending out emails to clients. Processing client forms. Benefits: Learn about the investment industry. Earn a substantial bonus he first two months ( extra $1200 each of the first two months for quality work and effeciveness. This $1200 will be paid in addition to the hourly wage). Work alongside a veteran financial advisor. Receive paid-for training for valuable skills within he investment industry. Skills and activities required: Prep DocuSign and wet-ink (FedEx) packets; track forms and account openings. Handle client calls/emails, schedule visits, update CRM Light office admin: scanning, mailing, filing What you need: * Organized, detail-driven, good with people * Proficient with Microsoft Office (Outlook/Word/Excel) * Comfortable learning new software and following checklists * 1–3 yrs admin or client service experience preferred but not required(finance/banking a plus) Why you’ll like it (benefits) * Paid training on investment-industry systems & workflows * Career growth: exposure to the securities field; advancement potential (future licensing support may be available) * Flexible daytime schedule (~30 hrs) with some remote work possible after 6 weeks. * Small, supportive team; meaningful client impact; résumé-building experience