Job description
Overview:
The purpose of this job is to provide support to the daily activities of the President of Financial Services through a variety of administrative, marketing and compliance functions, will serve as administrative liaison to those in and outside of the company, particularly with customers of the Financial Services department.
Responsibilities:
- Coordinate/Organize/Manage President’s office, schedule, calendar, travel, phones, mail, and computer. Prepare confidential, routine, or special correspondence, coordinate Marketing for Dept.
- Service President’s new & existing client base enabling President to prospect and manage Financial Services
- Create documents and presentation packages through use of Word, Excel, Adobe Pro, PowerPoint software to communicate department goals, plans, results, and accomplishments, Compliance & Risk Management meetings'
- Liaison to Financial Services Consultants
- Perform other various duties as assigned by President
- Coordinate marketing regulatory review with broker dealer compliance & Trustmark Tailored Wealth Compliance to assure proper regulatory compliance in marketing materials presented to clients.
- Knowledge of products and services offered by securities industry
- Knowledge of customer service principles
- Knowledge of Financial Service Compliance Requirements
- Interpersonal skills including diplomacy, tact and persistence
- Ability to provide excellent internal and external customer service
- Must be organized, able to prioritize, multi-task and manage time efficiently
- Relies on experience and judgment to plan and accomplish goals
- Must have excellent communication skills (oral and written)
- Must maintain the utmost confidentiality and professionalism
- Must be proficient in the use of software programs, such as Microsoft Word, Adobe Pro, Excel, and Power Point
- Must have experience in working with top-level executives in high stress/fast paced environment
- Must have a minimum of five years of experience in a related business position
- Securities industry licensing Series 7 & 63,65 or 66 required
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