What are the responsibilities and job description for the Registered Sales Assistant position at Monere Investments, Inc.?
We are looking for a Registered Sales Assistant for our Schaumburg, IL office just south of Woodfield Mall.
Responsibilities
Help to service client for 2 brokers (wealth advisors), typical office duties: answering phones, opening accounts, maintaining client files, helping with client meetings, ensuring all operational and compliance requirements are followed.
Qualifications
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Pershing Net-X360 a plus
- FINRA series 7 and 66 or ability to obtain
- 5 days on site work 8am to 4 pm
- Excellent phone etiquette
- familiarity with financial markets
MUST BE ABLE TO SHOW AUTHORIZATION TO WORK IN THE UNITED STATES.
We Offer:
Competitive salary, 401K, medical, dental, vision, basic life insurance, PTO days, 10 statutory holidays.