Financial Job Posted in Chattanooga #CHA #Jobs
Investment Administrator - Chattanooga
Tim Franklin, a Certified Financial Planner with established financial advisory practice, is seeking an individual to oversee the investment division of his practice on full-time basis. Potential candidate must have the following qualifications: fluency of Microsoft Office programs, high level of organization, ability to complete tasks quickly without sacrificing quality and accuracy, excellent people skills (in person and on phone), positive attitude, optimal balance of assertiveness and a “team-player” attitude.
The new hire will be expected to fulfill responsibilities including, but not limited to, handling service requests from clients, processing new account paperwork, tracking and documenting investment-related transactions, contacting clients to relay or request information, adhering to compliance procedures outlined by the company, file and database maintenance, and generation of client proposals.
It is preferred a new hire have either Series 6/63 or 7/63 licenses or be willing to obtain Series 7 license within 90 days and Life and Health licensing for the State of Tennessee within first 180 days of employment. Resumes can be submitted via e-mail to clarisa.barnes@nmfn.com.
