Company / Position:
Horizon Wealth Management / Sales Assistant - Part Time
Description: Local financial services firm seeking detail oriented Sales Assistant. Process new accounts, asset transfers, maintain client files, and assist advisors in meeting preparation.
Qualifications: Requires client service mentality, strong computer skills, organization skills, and attention to detail. FINRA Series 7 license and financial service experience preferred.
Hours Per Week: 25-30
Contact: Marcia Mattingly
Email: mmattingly@horizonwealth.com
Phone: 812 945-2311
Address:
222 East Market Street
New Albany ,
KY
47150
Fax: 812 945-2603
Website: www.lpl.com/barbara.geltmaker
Apply: Send resume to mmattingly@horizonwealth.com
