5260 North Palm Avenue
Ford Financial Group, a well-established Fresno based Hybrid-RIA firm has a current opportunity for an experienced Brokerage Assistant. We are looking for a strong support person, with working experience in the financial services industry. This position requires a professional who is a self-starter, enjoys working as part of a Financial Advising team, and is truly focused on providing excellent client service and quality work.
Professional communication skills, multi-tasking skills, impeccable attention to detail, and client facing demeanor are a must. We are a full-service, independent brokerage firm who values team work and providing exceptional client service.
Duties include, but are not limited to:
This position requires extensive accurate account paperwork preparation.
Benefits Include: base salary, health insurance, 401(K) with matching, vacation time, and paid holidays.
Interested candidates please submit a cover letter and resume for consideration to email@example.com Resume submissions will be kept confidential.
We are looking to fill a full-time administrative support position with a career-minded individual looking to gain more experience in the Financial Services industry while working with an established financial planning firm.
Tasks will primarily be clerical, such as:
This position is ideal for someone interested in supporting a financial planning team with a positive can-do approach. The ideal candidate will present a professional demeanor, be a self-starter, goal-oriented, work well under pressure, possess strong computer skills and a willingness to be a team player.
Required Skill Set Includes:
There is an opportunity of long-term growth into a licensed Brokerage Assistant or other Financial Services Administrative career with Ford Financial Group. While an emphasis in Finance or a related business study, isn’t necessary, it is preferred.
If you are interested or have someone to recommend for this position please submit a resume to Kelle Butler at firstname.lastname@example.org
Industries: Business, Financial Services, Marketing Location: Fresno
Hours: Full Time Education Level: Bachelor's Degree, preferred
Job Description: The Marketing and Social Media Coordinator will work with firm partners and multiple advisors to assist developing marketing/social media campaigns/materials to promote client communication and firm name recognition, plan firm events, as well as, provide administrative support in the marketing and clerical area.
Key Job Responsibilities:
Are you looking to make a switch to Ford Financial Group? As a member of our administrative staff, you can be apart of a diverse, professional workplace, where we prioritize the satisfaction of our clients, as well as our employees. Contact us by sending your resume to our Chief Compliance Officer, Kelle Butler, at email@example.com or call (559) 449-8690 if you have any questions.