Financial Service Trainee
Fast paced Financial Services Company located in Ambler, PA hiring a Financial Service Trainee. Entry level College degree in Accounting or Financing. Candidate must be energetic, organized, outgoing, with excellent communications (written and verbal) and relationship-building skills duties include;
• Daily administration of clients accounts - entry incoming and outgoing transactions, Transfer/Rollover request, distributions and entry of account closings and partial transfers.
• Assisting Trust Administrator in managing clients’ accounts, reviewing of legal and financial documents, cultivates customer relationships.
• Scanning and Filing
Outstanding work environment in highly successful firm with a hard-working team of professionals.
Great company to work for with benefit package, 401(K) and unlimited growth potential.
Principals only. Recruiters, please don't contact this job poster.
do NOT contact us with unsolicited services or offers