Growing, dynamic commercial insurance/investment firm seeks Financial Services Coordinator to oversee the operational elements of servicing client accounts. Salary range is $55-60K+ depending on experience - plus excellent benefits package. If you meet the following requirements please submit resume for immediate consideration.
Bachelors Degree required
5 years' experience in investments, financial planning, and/or insurance service industry
Series 6 and 63 licenses required
Client Review and Plan Management experience
Daily Account Management experience
Investment Management experience
Compliance Management experience
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Whether you are a job seeker looking for a temp agency or a company looking for staffing services, Trinity Staffing is a full service, locally owned staffing and recruiting agency proudly serving San Antonio for 25 years!
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