Junior Finance Assistant providing essential administrative and operational support in purchasing and inventory management at Aethos Sardinia.
About the role
- Financial Services Representative servicing corporate-sponsored retirement and benefit plans, trading instruments and handling complex client inquiries. Ensuring exceptional client care and managing risk while navigating systems.
Responsibilities
- Servicing corporate-sponsored plans
- Trades stocks, bonds, and other investment instruments for high net-worth clients
- Handles escalated and complex inquiries on accounts
- Navigates multiple systems to migrate clients to on-line and self-service delivery channels
- Manages risk by accurately authenticating clients
Requirements
- Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy
- Ability to engage with clients while navigating multiple screens
- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Ability to handle confidential matters and sensitive information in a responsible manner
- Dependable team player attitude
Benefits
- Exceptional client care
- Growth in client relationships
- Guidance with needs-based solutions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
MI
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