Lewis James Professional

Wealth Management Assistant

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Wealth Management Assistant for a contract opportunity with a financial service client.

Responsibilities:

  • Process Account Maintenance for clients Brokerage accounts. 
  • Process return mail to update addresses on accounts, run Equifax searches, and input client data in to the NFS brokerage system.
  • Work on various projects to support the account maintenance department.
  • Research Client Names/SSN/DOB's in relation to their Online Access account to ensure all account data is correct.

Qualifications:

  • High School Diploma or equivalent.
  • Brokerage account knowledge.
  • Account setup and maintenance experience; preferably in the NFS system or mainframe application. 
  • Microsoft Excel experience.
  • Attention to detail. 

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2530. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2530. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V