Registered Sales Assistant - Join a Leading Financial Firm in West Los Angeles
Employer
Windward Capital Management Company
Salary
$70k-$90k (estimated pay)
Location
Westwood, CA
Employment Type
Full-time
Сategory
Sales Representatives
Description
Exciting opportunity for a Registered Sales Assistant at Windward Capital Management Company. Join a dynamic team in West Los Angeles!
Qualifications
- Series 7, 63/66 licenses required
- 2-5 years experience with RIA or broker-dealer
- BS/BA College degree or equivalent
Responsibilities
- Assisting CEO and registered representatives in servicing clients
- Trade order entry and release
- Customer account setup and data entry
Benefits
- Health insurance
- Office administration support
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