Description
The Student Worker supports Financial Advisors and their teams in wealth management by researching stocks, money managers, funds, and investment strategies; processing account-opening, death-distribution, and trade-correction paperwork; answering basic client questions; preparing for client meetings and presentations; creating quarterly performance reports; and conducting cost-basis research. The role requires strong customer service, telephone etiquette, professionalism, an interest in financial services and wealth management, Microsoft Office experience, and preferred prior office experience and technology aptitude.
