Three Examples Of Ads For Financial Advisor Support Staff

Example #1

Sales Assistant to Senior Financial Advisor

For Industry Leading Independently-Owned Full Service Brokerage Firm

The successful candidate must:

• have successfully completed the required Securities Course and be fully licensed with current Investment Advisor qualifications.
• be an enthusiastic team player with exceptional telephone, communication, and interpersonal skills building team and client relationships.
• have the ability the quickly adapt to ever changing priorities relating to accounting, marketing, quotes/transactions, scheduling.
• have high standards and attention to detail while following procedures dealing with large volumes of paperwork.
• have the ability to solve problems quickly and independently.
• have proficient computer skills.

Salary 35-40 K. Bonus pkg. neg. Please reply in confidence with salary expectations; e-mail or fax your cover letter and resume to:  ______________

Example #2

Group Insurance Administrator

_________________ is an established financial planning firm, servicing ______________ clients with employee group benefits, individual insurance and money products. We are looking for a part-time Group Insurance Administrator who is eager to establish their career with a financial planning firm.

The Group Insurance Administrator will be a dynamic team player with exceptional telephone, communication and interpersonal skills; work well independently; adapt quickly to ever changing priorities; have high standards and attention to detail; have proficient computer skills including MS Office and Simply Accounting; have previous customer service experience, and post-secondary education.

This is a part-time opportunity offering a competitive salary, yearly bonuses and group coverage. Please reply with cover letter stating salary expectations and resume to: _______________

Example #3

Executive Assistant – Financial Services Firm

We are a financial services firm located in _____________ and we are looking for an exceptional assistant to join our team. You are a dynamic team player with exceptional communication, organizational, and interpersonal skills, and you are customer service oriented. You work well independently, are flexible, can prioritize, and manage a complex workload. You have high standards and attention to detail and are MS Office proficient.

Please reply with cover letter stating salary expectations and resume to: ___________________. Only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.