Finance
College degree preferred
3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge of E*TRADE from Brokerage systems and procedures
Be self-motivated and able to work in a strong team and high activity environment.
All your information will be kept confidential according to EEO guidelines.
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap. Our resources with extensive Banking, Financial Services & Insurance (BFSI) market, products and technical knowledge help clients innovate and expedite the process of offering product and services offerings to the market.
Lenmar’s IT consulting services help BFSI firms boost and streamline compliance, mitigate risk, and gain competitive advantage. As a strategic consulting partner, we help clients within the Financial Sector embark on a successful Digital Transformation journey by guiding them through the emergence of disruptive technologies like Artificial Intelligence (AI), the Internet of Things (IoT), the Cloud, and Blockchain.
