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Financial Associate

Company: Terry Lockridge & Dunn/World Trend Financial
Location: Cedar Rapids
Posted on: November 10, 2019

Job Description:

Financial Associate for 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.

We are an equal opportunity employer, committed to developing an inclusive culture.
Location - Cedar Rapids, IA






















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Keywords: Terry Lockridge & Dunn/World Trend Financial, Cedar Rapids , Financial Associate, Other , Cedar Rapids, Iowa

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