Office Coordinator/Financial

Saint Cloud, MN

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Westaff is hiring a Practice Coordinator to work for a Financial Institution in St. Cloud, MN.  This position will be part Customer Service and part Administrative.  This is a Full Time 1st Shift temp to hire position!

Essential Functions:

  • Answering phones
  • Emailing or calling clients to Initiate or confirm investment transactions
  • Prepare letters of instruction
  • Maintain relationships with clients
  • Confirming new business and documents
  • Prepare applications for investments
  • Preparing investment proposals
  • Placing mutual fund trades
  • Manage advisers' calendar

Required Skills and Experience:

  • Four year degree or equivalent work experience
  • Series 6 or 7 License. (Or willing to get it within 12 months)
  • Good computer skills
  • Excellent verbal and written skills
  • Good customer service skills
  • High attention to detail
  • Microsoft word and Outlook required

$15 to $20/Hour depending on experience

Full Time 1st Shift position!

Apply Today!!!



Apply Now