PatersonRecruiter Since 2001
the smart solution for Paterson jobs

Investment Management Assistant

Company: Kforce Finance and Accounting
Location: Paramus
Posted on: April 9, 2021

Job Description:

RESPONSIBILITIES:Kforce's client, a financial planning business located in Paramus, NJ, is seeking an Investment Management Assistant to assist financial planners and clients directly in the day-to-day requirements of processing investment related account opening, closing, funding, transferring and other related requests in a timely and compliant manner. Paying attention to the details, following-up and following-through along with maintaining a positive, enjoyable and productive environment inside the practice is essential. The company will offer a competitive benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for both professional development and personal growth. Responsibilities:

  • Package account applications and required paperwork for client meetings - Most are prepared online via DocuSign or other online resources; Some continue to require paper or scan/email signature
  • Complete applications and submit for approval
  • Follow-up on all requirements with clients
  • Confirm new accounts are properly established and funded
  • Process account transfers and follow up through completion
  • Deposit checks via remote deposit app or via mail
  • Process any check/EFT/wire requests for clients
  • Record, scan or save all documents and information for new clients
  • Coordinate client meetings Job Requirements:REQUIREMENTS:
    • College Business graduate or related business experience
    • Self-motivated and responsible when working remotely from home
    • Quality customer service skills a must via phone and email
    • Organized and detail oriented
    • Punctual and time sensitive
    • Fluent with Microsoft Office -Word and Excel, as well as CRM Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce Finance and Accounting, Paterson , Investment Management Assistant, Executive , Paramus, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Business Development Manager
Description: About Us: TechTriad Team is an end-to-end IT solutions and services company with vast experience across industry sectors with a mission to help our clients transform their business and is unique customer-centric (more...)
Company: Techtriad Team - T3
Location: White Plains
Posted on: 04/16/2021

Brand Manager
Description: About the Role: We are looking for a person who has a passion for brands and is willing to roll their sleeves up and learn by doing to take the 1 Mexican Brand on Draft to the next level of growth. The (more...)
Company: The HEINEKEN Company
Location: White Plains
Posted on: 04/16/2021

Talent Development & HR Manager
Description: Description: This key role within Pure Power's leadership team is responsible for a diverse range of tasks in HR, recruiting, professional development. We are looking for an experienced manager to shape (more...)
Company: Pure Power Engineering
Location: Hoboken
Posted on: 04/16/2021


General Manager in Training
Description: Job DescriptionWhat is a General Manager A General Manager must be committed to inspiring our team, helping our Customers succeed and growing our business with integrity. Professional level sales and (more...)
Company: Advance Auto Parts
Location: East Brunswick
Posted on: 04/16/2021

Promotions & Branding - Junior Marketing Manager
Description: Our firm has become a leader in the Clean Energy and Technology industry. We work with the best. Our direct approach to generating business for our clients has allowed us to experience rapid growth. The (more...)
Company: Preeminent Solutions
Location: Cherry Hill
Posted on: 04/16/2021

Salon Manager - Adams Market Plaza
Description: Salon ManagerGot shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Milford
Posted on: 04/16/2021

Vice President, Application Security Architecture
Description: MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an (more...)
Company: Michael Page
Location: Hoboken
Posted on: 04/16/2021

Educational Content Manager
Description: Lessonbee Inc. is building a future where health and wellness are at the center of classroom instruction, and students have access to the lessons they need for success in school and in life. Our transformative (more...)
Company: Lessonbee
Location: Mount Vernon
Posted on: 04/16/2021

Assistant General Manager
Description: Lead a multi-talented team Under the leadership of the General Manager, you will manage the daily operations and staff of a Wendy's restaurant with a specific focus on staffing, training and scheduling, (more...)
Company: Wendy's
Location: Levittown
Posted on: 04/16/2021

Shift Manager- Wendy's Restaurants
Description: Movin on up Families come in all shapes and sizes. And that includes the Wendy s family - the people you work with as a Wendy s Shift Manager.The stuff you want - like fun people, quality food, and a (more...)
Company: Wendy's
Location: West Babylon
Posted on: 04/16/2021

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Paterson RSS job feeds