Financial Services Support Specialist

Financial Services Support Specialist

Speciality: Administrative & Office Support

Location: Bedford, NH, USA

Type: Full Time

Posted: 04-02-2021

Job Description

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Leddy Group

Financial Services Support Specialist

Join a fun, hard-working team as a Financial Services Support Specialist! In this role, you will provide support to the financial advisors in helping them grow their client base and service existing customers. This full-time opportunity would be great for someone with prior experience in finance/wealth management or a recent college graduate who is eager to start a career in finance.

Responsibilities of the Financial Services Support Specialist

  • Assist clients with questions
  • Help advisors prepare for client meetings and attend meetings
  • Manage advisors’ email correspondence
  • Other tasks as assigned

Qualifications of the Financial Services Support Specialist

  • College degree
  • Prior experience working within a financial services or wealth management office
  • Able to obtain financial and insurance licenses within six months of hire
  • Customer-service oriented

A career in the financial services industry is waiting for you!

To apply, please email your resume to careers@leddygroup.com, call (603) 880-7184, or apply online at www.leddygroup.com.

About Leddy Group

We are Leddy Group . . . a privately owned, regional staffing company serving NH, ME, VT & northern MA since 1994. We are one great brand with multiple specialties:  accounting & finance, administrative & office support, engineering, human resources, industrial, skilled manufacturing, legal, and nonprofit.

At Leddy Group, we combine a consistency of values and traits with a singular standard for quality and best practices. We hold each other accountable to those standards, measure success by the quality of our outcomes, and establish goals based on continuous improvement metrics. We utilize a methodology and process to assess skills and experience; however, identifying the right “fit” is equally important for both candidates and clients alike. Our goal is to exceed your expectations. Our success is tied directly to your satisfaction.

Financial Services Support Specialist