This is your opportunity for rapid personal and financial growth that is limited only by your drive to succeed. Our growth mindset will enable you to achieve your goals much faster than in a traditional office setting while having plenty of fun along the way.
EFS Group is one of the largest independent wealth management firms in Sioux City, IA. We are growth oriented with a vision for the future. We serve the affluent retiree in all aspects of retirement planning.
We offer a comprehensive benefits package including health, dental, and vision insurance, flex spending account, profit sharing plan, 401k, employee stock ownership plan, PTO, and holiday package. As a bonus we close at noon on Fridays! Compensation is commensurate with skills and experience.
Key Responsibilities:
- Organize, coordinate, and maintain all client paperwork.
- Process all business.
- Correspond with clients to complete new accounts, asset transfers, and other forms.
- Maintain client files.
- Take client service inquiries.
- Resolve client problems and/or forward to appropriate person for handling.
- Communicate with the broker/dealer and product (mutual fund & insurance) contacts.
- Maintain compliance records, logs, and blotters.
- Utilize internet-based technology to process and follow-up on business.
- Perform various miscellaneous tasks as assigned.
Qualifications:
- 6-12 months securities or related industry experience
- Excellent attitude and an extraordinary client service orientation
- Excellent organizational and time management skills
- An ability to handle multiple tasks and handle stress
- Strong detail orientation including the ability to review forms for accuracy and completeness
- Ability to create a positive work environment
- Ability to effectively function as a team player
- Ability to work under pressure and meet deadlines
- Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
- Skill in effective verbal and written communication
- Skill in utilizing various software packages such as Microsoft Office, Outlook, and Internet
To apply, please submit your resume, along with a brief cover letter highlighting your relevant experience and your natural ability to connect with people.
We look forward to welcoming the right candidate to our team and offering opportunities for professional growth and development within our thriving wealth management firm.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you have 6-12 months of related experience (investments, banking, loan processing, paperwork processing, customer service)?
Work Location: In person