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Broker's Administrative Assistant

Iowa City, IA

Job Information

Broker's Administrative Assistant

MidAmerica Securities is seeking a positive, multi-task oriented, excellent individual to work as the Broker's assistant and receptionist. As the assistant you will be responsible for answering the phones, scheduling client meetings, communication with our clients, the broker, and our Broker Dealer on client tasks and follow up. Daily responsibilities include downloading financial activity, client birthday letters, appointment preparation, account review and balance, year-to-date returns and other duties as assigned and needed.

Hours are Monday-Friday 9:00 AM - 4:00 PM with a 30 minute lunch.

Desired Experience & Abilities:

•College degree preferred, 3 years in administrative/client services. Knowledge of the financial industry products and account types. Sufficient in Microsoft Office, preferred knowledge of client database systems and other programs such as Morningstar, Forefield/Broadridge and others.

•Ability to prioritize assignments, work under pressure. Excellent written/oral communications, organization, problem solving and relationship building skills.

Email resume and cover letter to

Posted 09/20/16

Job ID: 20345821
Mactive ID: 33302