Financial Associate

World Trend Financial

  • Do you have professional client service skills?
  • Do you enjoy working for a growing company? 
  • Do you pay attention to details and take pride in your work?

If so, we would like to hear from you! 

World Trend Financial is a full-service investment advisory firm.  This position will be located in our Cedar Rapids office. 

The Financial Associate works with senior registered financial representatives to assist them with the processing and tracking of client paperwork; various monthly, quarterly, and semi-annual reports to clients and other communications.  Knowledge of industry software such as Morningstar Office and Junxure is a plus.

 Qualified candidates will have the following characteristics:

  • Excellent skills in administrative/clerical support.
  • Ability to multi-task and work well under pressure in order to meet deadlines.
  • Project a professional company image through in-person and phone interaction.
  • Highly motivated and well-organized.
  • Good communication skills, work well in a team environment, and a self-starter needing little supervision.
  • 2-year degree preferred with five or more years of experience with a brokerage or investment firm. 

Check out our website at:  www.worldtrendfps.com to learn more about our company!  We are an equal opportunity employer, committed to developing an inclusive culture.

Interested candidates, please submit resumes by clicking 'apply now'.

COVID-19 Precautions

Each employee works in a socially distanced space. Face masks are expected when you cannot be socially distanced.  Remote working is acceptable after training period.

Application Instructions:

Please provide a cover letter and your resume.

Applying for:

Financial Associate

World Trend Financial

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Job ID: 72118

Posted 9 days ago

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