- Establish a relationship with clients that is both friendly and professional, ensuring their sense of security and confidence in our Firm in the management of their assets - Maintain an organized inventory of client presentations, documents, and various supporting information - Check trades, positions and items for attention on a daily basis in each client account - Work with client service team to perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments and copying, faxing and scanning materials - Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations; answer client questions via telephone and face-to-face interaction - Input and maintain accurate information in CRM - Handle client inquiries regarding securities quotes, portfolio valuations, activity, documentation, statement information, and general product and/or service information. - Daily interaction with Pershing, sales staff, clients, controller, compliance, traders, and IT. - Special projects as required, e.g. tracking revenue; client-specific report preparation; review/research industry reports; compare/contrast various investment options for advisors/clients - Assist with other duties and projects as assigned Minimum Requirements - Bachelor?s degree in Accounting, Business and/or Finance strongly preferred - Three (3) months as a sales assistant or relevant work experience in financial services firm - Series 7 and 63 securities license required - Knowledge of general securities industry terminology and practices required - Strong problem-solving capabilities - Ability to communicate effectively, both verbally and written - Strong PC Skills: Microsoft Office including Word, Excel, PowerPoint and Outlook - Ability to investigate and research situations - Ability to maintain confidentiality - Ability to manage several simultaneous tasks - Ability to pay close attention to detail, work under pressure and meet deadlines - Ability to take complete and accurate notes - Knowledge of NetExchange Pro, Advent, SchwabInstitutional.com or other industry-specific software preferred Location: Las Vegas Compensation: $15.84-$33.42 per hour This is a part-time job. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. nevada