2+ YOE2+ years investment industry experience, high school diploma or equivalent, Series 7 and Series 63 or 66 required, strong administrative, customer service, communication, time management, and critical thinking skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office, strong administrative, communication and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, account administration, scheduling, documentation, and support financial advisors; strong attention to detail, analytical thinking, digital tool literacy, and conversational skills required.
Edward Jones: Offers investment management and financial planning through local branches.
Providing client service and administrative support to financial advisors, managing account tasks, using MoneyGuide/Salesforce/Microsoft Office, strong attention to detail, analytical thinking, adaptability, and teamwork.
Lutheran Social Service of Minnesota: Provides social services, senior meals, and disability support programs.
1+ YOEBackground check required; CPR/First Aid and medication administration training may be obtained after hire; 1+ year experience with individuals with disabilities desired; basic computer and math skills; able to lift and assist clients.
Profinium: Community bank providing personal, business, mortgage, and insurance services.
2+ YOECoordinate loan closing and documentation, support commercial and agricultural lenders, manage title/UCC/appraisal tasks, maintain loan files, provide client service and clerical support; high school diploma or post-secondary degree or 2-4 years related experience; office computer skills.