At Bangerter Financial, we love to work with people who are dedicated and passionate about the contributions they provide to the Bangerter Financial Team. Individuals desiring to join our team must share a positive attitude, a collaborative nature and an enthusiasm for excellence.
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We are a busy Financial Firm seeking a full-time Financial Assistant to help support the CEO. This role is a non-sales role, for a smart, highly energized, professional that thrives in a busy environment.
You will report directly to the President and Manager of Operations. In your role you will support the day-to-day operations of the practice, while providing customer service to existing clients and prospects.
Financial Services firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as an Investment Advisor Representative. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
You will report directly to the President and Vice President of Operations. In your role you will support the day-to-day operations of the practice, while providing customer service to existing clients and prospects. Correspond with clients to complete new accounts, asset transfers, and other forms. Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face. Research and resolve client service problems for errors as needed. Record all transactions on appropriate logs, set up client files and obtain necessary information.