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Financial Service Trainee (Ambler)

East Butler Ave near York Street

(google map)

compensation: benefit package, 401(K) and unlimited growth potential
employment type: full-time

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

post id: 6960016146

posted:

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