JOB SUMMARY:

With hard work, over time, your income can be multiplied. Within this role, the sky is the limit.
We are seeking an ambitious, hardworking, goal-oriented individual to join our team. The ideal candidate will assist in various activities to help progress the growth of our business.

SKILLS:

• Proficiency in Excel and Microsoft Outlook.
  -Understanding of finance and the stock market.
  -Great communication skills (inbound and outbound calls).
  -Multitasking.
  -Time Management.
  -Detail oriented.
  Job Type: Full-time
  Pay: $35,000.00 - $55,000.00 per year
  Work Location: In perso

• Assist in analyzing investments (you will learn how to do this, and will personally benefit a lot from it).
• Assist in building financial plans (you will learn how to do this, and will personally benefit a lot from it).
• Assist in documenting data on excel.
• Outreach to clients/prospects to schedule meetings (two hundred outgoing calls, average per day).
• Assist with client paperwork.
• Assist with internal system management (various systems).
• Assist in investment portfolio construction (you will learn how to do this, and will personally benefit a lot from it).
• Assist with managing business relationships.