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Financial Advisor Assistant FJN Job Listing

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Financial Advisor Assistant - BELLEVUE, WA US
FJN® JOB Number 15262

Job Description:
Category: Banking, Investment
Job Title: Financial Advisor Assistant, FJN 15262
Company Name: Pacific Capital Resource Group, Inc.???
Company Web Site:
Industry/Product: Investment  
Annual Salary: Full-Time, PartTime  
Responsibilities: Financial Advisor Assistant About the Job Pacific Capital Resource Group, Inc. is one of the fastest-growing financial services firms in the Pacific Northwest, currently directing the financial lives and managing the assets for thousands of individuals, families,and businesses in the Puget Sound region. We are seeking high-caliber individuals who will succeed in a professional, dynamic environment. TheFinancial Advisor Assistant will supportone Vice President/Financial Advisor with day-to-day operations as well as complete detailed projects and organize events. This position is great for someone looking for fast-paced and detail-oriented part-time work (20 hours per week). Candidates must be able to multi-task and meet crucial deadlines, as well as possess superior critical thinking and organizational skills. Tasks include: - Interacting with clients and servicing client needs, including marketing, prospecting, and scheduling - Researching investments - Planning and participating in enjoyable social events for clients and business partners - Working with clients to opennew accounts - Administrative support - Data entry - Downloading and analyzing performance reports - Utilizing CRM and Microsoft Office programs Contact: Carly Goosman, MA, Director of Recruiting Pacific Capital Resource Group, Inc. 10900 NE 8th St., Suite 1550 Bellevue, WA 98004 [click on "Apply Online" button]
Requirements: Degree: Undergraduate
Language(s): English
Additional Information: Reference Financial Job Network for immediate consideration.
Apply online:
Job Location:
    City: BELLEVUE
    State: WA
    Country: US
Travel Required: No
Relocation Provided: No
Submit Resume/C.V.: Yes  
Submit Salary History: Yes 

Send resume to:
Email is not available.
Contact Name: HR Recruitment  
Zip/Country Code:
Country: US
Telephone: N/A

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