Customer Investment Assistant

PA 2 Assist Ltd.; Wolverhampton; On-site; GBP 60,000 - GBP 80,000; Part time

Job summary

A financial consulting firm in Wolverhampton is seeking a professional to assist clients with investment options. In this role, you will consult clients regarding their investments, prepare reports, and research new opportunities. The ideal candidate should possess strong communication skills and a responsible attitude. This part-time position offers a flexible schedule and opportunities for professional growth within the company.

Benefits

Growth opportunities within the company

Responsibilities

• Consult clients regarding their investment options.
• Assist with arranging and preparing investment reports.
• Research and explore new investment opportunities.
• Provide professional support to clients throughout the investment process.

Skills

Strong communication skills

Basic computer literacy

Responsible and motivated attitude

Ability to work independently and with clients

Job description

Overview

JOB SUMMARY

In this role, you will:

Consult clients regarding their investment options

Assist with arranging and preparing investment reports

Research and explore new investment opportunities

Provide professional support to clients throughout the investment process

Responsibilities

• Consult clients regarding their investment options
• Assist with arranging and preparing investment reports
• Research and explore new investment opportunities
• Provide professional support to clients throughout the investment process

Qualifications

• Strong communication skills
• Basic computer literacy
• Responsible and motivated attitude
• Ability to work independently and with clients

Pay and Schedule

Pay: $33.45 – $38.25 per hour

Month professional training program (fully compensated)

Flexible part-time schedule

Additional

Growth opportunities within the company

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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