Financial Assistant
Randstad USA
This is a Full-time position in Malvern, PA posted May 10, 2021.
Want to work in an environment in an innovative business, which offers you excellent opportunities to further develop your talents?
This job comes with a competitive salary, excellent benefits and up-to-date training.
Personal Advisor Operations Associate
Partner with Financial Advisors in the onboarding and ongoing management of the Personal Advisor client relationships.
Process and execute a variety of planning deliverables throughout the client life cycle Maintains a high level of quality in all transactions and operational processes Document actions taken on clients’ managed accounts for audit and record retention purposes Assist in managing quarterly fee collection process for clients enrolled in the Personal Advisor services
Pay: $20.00
Shift: Availability between 8:30-6 p.m.
Requirements
Bachelor’s degree with minimum of two years of progressive experience
To apply: email resume to
