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17Jan

Financial Services Assistant

Honkamp Krueger Financial Services, Inc, Dubuque, IA

This listing has expired

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a financial services assistant to provide administrative and operational support to financial advisors.

Key responsibilities:

  • Assisting in the preparation of client asset management, brokerage and insurance accounts
  • Contacting clients to gather information and complete required paperwork
  • Updating CRM (Client Relationship Management) database with all client communications
  • Providing administrative support to financial advisors

The ideal candidate:

We're interested in self-motivated individuals who are passionate about delivering exceptional client service.

This role requires:

  • Associate degree and at least 1 year of related financial services experience
  • Strong customer service and communication skills
  • Strong computer and Microsoft Office skills
  • Series 65 license a plus

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package also includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

 EOE

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Job Details

Req Num --
ID 486149
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Clerical/Office Administration
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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