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Licensed Assistant for Financial Advisor

Medallion Financial
Gaithersburg, Maryland
Commensurate based on experience
Closing date
Feb 20, 2023

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

We are an independent financial advisory practice with over 30 years of service to our clients. This position is focused on providing top notch client service along with top notch organizational skills.

In addition to interacting with clients, we are looking for a team member with excellent project focus skills: organized, can set and complete tasks independently, with attention to detail and able to meet deadlines.


Assist clients and advisers to the extent possible based on licensing and registrations

Assist advisers in maintaining a compliant practice

Accurately complete investment and insurance paperwork

Create, gather and organize materials for client meetings

Work directly with clients on service questions and changes, handling complex issues and problems independently

Develop working knowledge of any systems as they may be implemented and adhere to existing policies and procedures

Act as the primary resource for internal and external contacts including broker/dealer, fund companies, custodians and insurance companies, facilitating a professional image

Handle sensitive, confidential and proprietary information with discretion

Handle incoming and outgoing correspondence with professionalism


Preferred Experience

FINRA Series 6 or 7 Registrations

Life & Health insurance license

2+ years of experience in administrative support that directly aligns with the specific responsibilities for this position

A demonstrated track record of consistently meeting and/or exceeding performance expectations

Proficient in Microsoft Office Suite


We are an independent financial advisory practice celebrating over 30 years of service to our clients.

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