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Wasmer Schroeder

New Accounts Administrator

Overview

Employer: Wasmer Schroeder
Location: Naples, FL
Posted: 9/30/2019
Job Function: Client Services
Employment Type: Full-time

We are seeking a motivated, qualified individual to join our Client Services team for new account processing.

Salary commensurate with experience. Excellent benefits offered.

Qualified candidates, please send resume to:

resume@wasmerschroeder.com

Primary Responsibilities

  • Preparation of account documents
  • Entry of account information for new account setup and maintenance
  • Assisting co-workers when necessary

Requirements

  • Must possess strong organizational skills
  • Detail-oriented
  • Proficiency in Microsoft Office applications such as Word, Excel, and Outlook
  • Ability to meet deadlines and work well in a fast-paced, structured, team environment

Desired Skills

  • Knowledge of the investment industry is preferred, but not necessary