California

Wealth Management Concierge

Job description          

Job Description:
Wedbush Securities is one of the largest securities firms and investment banks in the nation. Our Los Angeles office is seeking a Wealth Management Concierge who will be the point of contact between our retail branch offices and corporate office. The ideal candidate will be extremely organized and have the ability to work in a demanding and fast-paced environment with colleagues across multiple offices handling confidential information, and having regular interaction with professionals within Wedbush. Responsibilities include, but are not limited to: Serves as point of contact between retail branch offices and corporate office Coordinates Headquarters VIP office tours for potential Financial Advisor recruits Works directly with Branch Managers to coordinate itinerary, arrange travel and provide day of schedule coordination Provides Branch Managers with guidance on the Financial Advisor onboarding process Assists with coordinating the President’s Club Awards travel for Wealth Management team Provides general administrative support to the Wealth Management leadership team Answers and directs calls and acts as an information resource Acts as a liaison and problem-solver to both internal and external contacts Handles confidential and sensitive information with tact and discretion Performs other duties and works on special projects as required
Required Experience:
BA/BS degree from an accredited college or university preferred 1+ years of administration, coordinator or customer service experience in banking or financial services preferred Financial services industry or understanding of brokerage business preferred Proficiency in MS Office software Excellent verbal and written communication skills Strong organizational, time management and project management skills Ability to multi-task with effective problem solving skills Excellent presentation skills is a must Ability to handle stressful and difficult situations, discerning when to escalate matters to management
From: Wedbush Securities
Wedbush Securities California jobs

Wedbush Securities

California jobs

California jobs

 California jobs  California jobs

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Wedbush Securities California jobs

Wedbush Securities (California jobs)

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Job Description:
Wedbush Securities is one of the largest securities firms and investment banks in the nation. Our Los Angeles office is seeking a Wealth Management Concierge who will be the po...

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