Senior Financial Advisor in busy practice seeks a Jr. Investment Associate, to assist in daily functions as well as help build and manage the practice. Must have some financial / customer service experience as well as intermediate computer skills i.e. Microsoft Office - outlook, word, excel. Google search capabilites.

Duties will include:

• Provide administrative support and follow-up of daily transactions, documentation requests, disbursements, redemptions, pre-authorized payments
• Follow-up and create loan transaction documents
• Manage outlook calendar, meeting, reporting, transactions and transfers
• Correspond with client and colleague inquiries
• Help identify and prospect new clients