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Assistant to Investment Advisor

Cedar Rapids, IA

Job Information

Assistant to Investment Advisor

2 person office. Prefer prior experience in investments, or degree. Ability to navigate company websites, review and update information on client accounts. Track and process pending trades and filing. Advanced Excel and Word experience and high attention to detail. Ability to work independently to meet deadlines and follow rules. Flex hours Mon-Thur 9 to 4.

Send resume, salary requirements to : Retirement Planning Associates

1660 42nd St. NE. suite R

Cedar Rapids, IA 52402

Posted 10/07/16

Job ID: 20453895
Mactive ID: 35617