Are you a financial services support specialist, with polish, confidence and a desire to grow in your career? Would you like to support a really nice Atlanta-based team of 4, that is part of a mature, growing company? Prior experience with an RIA or brokerage firm required. Experience with Raymond James and Salesforce preferred. Securities license a plus but not required. You will enjoy lots of control over your role, schedule (including some remote working days) and advancement potential. Most critical initial duties- new account opening & maintenance and client onboarding and relationship ma
Aug 05, 2022