Report on RD Assistant - Irvine, CA 92618

RD Assistant - Irvine, CA 92618

Description: 

Job Description:

Business Overview


Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Description

A dual role as a RD's non- registered Client Associate (CA) and an Administrative Assistant. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.

Qualifications

  • Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required.
  • Knowledge of investment and banking products, policies & procedures is required.
  • Strong client service & technical skills (MS Word & Excel).
  • Strong communication, time management and organizational skills are required.

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).

Shift:

1st shift (United States of America)

Hours Per Week:

37.5
Experience Requirements: 
Not requirements
Date posted:
2020-01-04
Job Id: 
7534164