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Investor Solutions, Inc.
Edmonds, Washington, United States
Date Posted: 01/04/2007
Job Type: Full-Time
We are a investment firm looking for an articulate, well-spoken, gracious person to professionally interface with our clients. This person will support an Investment Advisor with client records and documentation. This person needs to possess a strong attention to detail and be organized. Be willing to solve problems, be a team player, and respect our clients confidentiality.
Job responsibilities would include answering incoming calls, processing paperwork in a timely manner, coordinating client and prospect mailings, tracking correspondence, and filing.
Candidate should have working knowledge of Word, Excel, and, if possible, Outlook software programs.
We are looking for a local candidate with a manageable commute distance. Benefits are not part of the compensation package.