I am currently hiring for a Registered Sales Assistant in our Greenwich CT office ONLY.
As a Registered Sales Assistant within PWM, you will work directly with a Client Advisor to service the brokerage accounts of high net worth clients.
You will be responsible for new account administration, daily review of activity on all accounts, the filing and documentation maintenance and creation of pitch books, presentations and records. You will also handle phone coverage on the team and be able to interact professionally with clients to address client daily requests such as; trading, trade reconciliation, wires, checks and journals. General administrative support to include: setting up client meetings, calendar scheduling, travel arrangements and ad-hoc projects as necessary.
A Bachelors degree and/or prior industry experience are preferred. Series 7 and 66, or Series 7, 63 and 65 licenses are preferred as well. If not currently registered, the candidate must become Series 7 and Series 66 registered upon employment. Must possess knowledge of the various types of financial products. Excellent written and oral communication skills, the ability to work under pressure and work independently in a fast paced environment while managing your time to meet deadlines without direction is a plus. You must demonstrate superior client service skills and be a detail-oriented team player with the flexibility and willingness to take on others' responsibilities and work when necessary.
Please email me your resume to Daniel.Szymanski@db.com
- Location: Greenwich, CT
- 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.
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