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Office Administrative Assistant - Registered Investment Advisor

Avant Capital, LLC

Job Description

Job Description

We are a Registered Investment Advisory firm seeking a Customer Service and Office Administrative assistant to work in our Lafayette, LA, River Ranch location. 2-5 years experience in the Financial Services Industry is preferred. The candidate must enjoy working in an office setting, have a cheerful disposition for telephone and in-person client communications, be experienced in basic office administration, possess basic computer skills (Word, Excel, Adobe), and be punctual and reliable. Any experience working in a CRM (Redtail or similar), knowledge of Compliance and Financial Services Industry laws, and a basic understanding of Investment types and related service work would be impressive and helpful attributes that influence pay.

If applying, please provide a Resume and understand that a background check is required for this position. The position will begin as a temporary position with a review in 6 months. The intention is for this to become a permanent position within a year once we discover the right candidate. Thank you for your interest.

\nCompany Description

We are a Registered Investment Advisor located in Lafayette, LA.

Company Description

We are a Registered Investment Advisor located in Lafayette, LA.

Vacancy posted 4 days ago
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