The Mullings Group
Licensed Investment Advisor Assistant Haywood
Job Description
Elevate your career with Haywood Securities as a Licensed Investment Advisor Assistant, specializing in transactional capital markets. Deliver exceptional client service and operational support in a dynamic remote work environment.
Join a thriving advisory team at Haywood Securities, where you’ll play a crucial role in client relations and operational excellence. You will assist two Investment Advisors by providing administrative support, managing documentation, and coordinating client onboarding while growing your skills in capital markets operations. Be prepared to build rapport with clients and proactively identify business development opportunities.
Key Responsibilities:
• Serve as primary contact for client inquiries and support
• Provide operational aid to Investment Advisors for client acquisition
• Support trade coordination, order entry and confirmations
• Manage regulatory paperwork and client onboarding processes
• Update client records accurately in CRM...
Join a thriving advisory team at Haywood Securities, where you’ll play a crucial role in client relations and operational excellence. You will assist two Investment Advisors by providing administrative support, managing documentation, and coordinating client onboarding while growing your skills in capital markets operations. Be prepared to build rapport with clients and proactively identify business development opportunities.
Key Responsibilities:
• Serve as primary contact for client inquiries and support
• Provide operational aid to Investment Advisors for client acquisition
• Support trade coordination, order entry and confirmations
• Manage regulatory paperwork and client onboarding processes
• Update client records accurately in CRM...