Company Name: | |
Phone: | Hours |
Email: | 28 |
Address 1: | Per Hour |
Address 2: | |
City: | |
State: | - Prepare account paperwork
- Process account paperwork
- Customer service requests
- Print quarterly statements
- Update quarterly client account spreadsheet
- Email weekly market update letter
- Email appointment requests
- Mail thank you letters, birthday cards
- Answer phone
- Periodic reports to broker/ dealer
Efficiency in Microsoft Office, knowledge of internet, knowledge in the investment industry a plus.
28 hours/ week Monday, Tuesday, Thursday, Friday 10am to 5pm. Additional hours available. Start immediately for training. |
Zip: | |
Position Title: | 08/27/2015 |
Number of Openings: | |
Position Type: | Clerical |
Position Type Other Description: | 1 |
Start Date: | Operations Administrator |
Duties: | 30004 |
Experience Required: | GA |
Wage or Salary: | Alpharetta |
| |
Approximate Work Hours or Days: | 12600 Deerfield Pkwy, Suite 100 |
| [email protected] |
How to apply: | 678-566-3682 |
Posting End Date: | Carper Wealth Management |