Advisory Assistant – Financial Processing

An established financial client is seeking qualified candidates for their open Advisory Assistant position. We are seeking individuals with stellar communication skills who can thrive in a high-volume, deadline-driven environment within the financial services industry. This position offers a great foot in the door at a growing company. If you are interested in learning more, apply today! Work Model: - On-Site - 8:00 AM -5:00 PMM What You Will Do: - Review changes to the financial representative team for accuracy - Run reports and share with team and/or advisors as requested - Prepare rep change documents and forms to be sent on advisors' behalf - Review incoming and outgoing forms, organize, and process What You Will Need to Be Successful: - Must be proficient with MS Excel and have experience with Pivot Tables - Ability to accurately enter sensitive data into business systems - Attention to detail and a quick learner - Financial processing experience preferred - High school diploma or GED required Benefits Overview: - 401k - Major health insurances - Employee Stock Ownership Plan ( ESOP ) - Click here for a complete list of benefits Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com. #ZR