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Running office for Cool Springs based general ontractor.
We have been in business for 30+ years and are replacing a 20+ year key player in our organization that is moving out of state following a great opportunity offered to spouse.
Basic office management, and its staff.
General and subcontractor contract preparation.
Bid form preparation, and bid invitations.
Working closely with the accounting staff, keeping change orders and billings posted.
The position is available immediately.
PART TIME Securities Administrator
Thoroughbred Financial Services, LLC
Thoroughbred Financial Service, LLC
Title - Securities Administrator
Department - Securities Department
Reports to Vice President Operations
The Securities Administrator is primarily responsible for the equities commissions of
TFS. In addition to commission processing, the Securities Administrator coordinates
all new accounts (application processing, set up etc).
Summary of essential job functions:
Commission Processing requires daily and continuous data input using onsite network.
Receive commission checks and make daily bank deposits at local bank.
Establish new accounts on commission system Create paper files for new accounts.
File all daily work.
Coordinate monthly financial reports with outside accountant.
Discuss any reconciliation issues with accountant or other staff.
Process direct billing for managed accounts.
Process direct mutual fund and VA applications.
Proficiency in the use of the following:
Microsoft Suite (Excel, Word and Outlook).
Knowledge of the following:
High School Diploma
Series 7 and Series 63
5 years securities experience
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.
They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Thoroughbred Financial Services, LLC
ROLE AND RESPONSIBILITIES
The role of the sales assistant is to provide administrative support to the financial advisors and direct all aspects of their business.
The successful sales assistant will be able to manage multiple projects at one time, work with little direction, have a solid understanding of the financial planning process, and work well with clients.
Prepare and compose client correspondence.
Organize and maintain files and records, both hard copy and electronic.
Answer incoming calls, taking and relaying message and responding to routine matters.
Complete quarterly mailings to all clients as well as periodic marketing mailings and presentations.
Administer client accounts; opening, updating and maintaining client data.
Receive and process deposits to client accounts
Set up/maintain client equities and employee benefit accounts and insurance applications.
QUALIFICATIONS AND EDUCATION REQUIREMENTS:
The ideal candidate would hold a Series 7 or would be able to pass the exam within 90 days after hiring.
The ideal candidate would also hold a degree in finance, accounting or similar.
Additionally, the candidate would have experience in financial management administration.
Applicants must have expertise in Microsoft Office and online programs and have the ability to learn new software quickly.
The applicant will be an excellent communicator, work well in a fast paced environment, be meticulously organized, and have the ability to work individually and in a team environment.
Salary will be based on experience.
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