Student Worker

Baird • Wright, KY

1d

About The Position

As a Student Worker, you will support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation, and performance reports. You'll be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations.

Requirements

• Excellent customer service skills and exceptional telephone etiquette
• Demonstrates a high level of professionalism and positive attitude
• An interest in financial services and developing a career in wealth management
• Experience with the Microsoft Office package

Nice To Haves

• Prior office experience in a corporate or university setting preferred

Responsibilities

• Support various projects from Financial Advisors ( i.e. review reports, research stocks, money managers and funds and investment strategies)
• Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
• Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
• Prepare for client meetings and presentations
• Create quarterly performance reports and distribute to clients
• Conduct cost basis research
• Perform additional duties and assist with projects as assigned

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed