Home > Detroit jobs > Detroit accounting/financial

Posted: Saturday, February 24, 2018 7:06 PM

Job Description
Job Description
Job Summary
Blumark is looking to add an Advisor Assistant to their team The ideal candidate is someone who is looking to advance their career with a growing financial advising firm. The Advisor Assistant will be responsible for managing the processing of new and existing client business and accounts to support the overall goals and objectives of the client and firm.
Responsibilities and Duties
:Overseeing outstanding client items and paperwork
:Communicating with clients and product companies
:Being the expert on processing securities and fee based business (i.e. Variable Annuities, REITs, and Advisor Managed Portfolios)
:Monitoring and managing reports relating to the department goals
:Preparing and processing investment applications and servicing forms
:Assisting with additional department projects as needed
Qualifications and Skills
Securities Licenses (Series 7 and 63 are a plus)
Strong computer skills
Advanced problem solving skills
Ability to multi:task and prioritize
Detail:orientated and accurate
Great team member
Good clear communication skills
Punctual and Reliable
Energetic and Friendly
Job Type: Full:time


• Location: Detroit

• Post ID: 47189612 detroit is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018