Investment Assistant - $30s

Our client, a high-end investment advisor in the RTP/Durham area, seeks a very sharp, organized, detail-oriented team player with background in servicing the financial services community for key role in growing firm. The role is diverse, fast-paced and challenging and the right person is one who thrives in such a setting. Position includes handling all customer inquiries, transaction processing and portfolio coordination. Strong project/detail management skills must be complemented by excellent computer skills(excel) and natural, service-oriented demeanor. Series 7 certification strongly preferred.
Position is open due to growth and promotion. Only local candidates and candidates with investment administrative skills will be considered(financial firms, banks, investment advisors, trading companies, etc will all be considered).