12 days old

Financial Services Assistant

Kelly Services
Loveland, OH 45140
Kelly is now seeking a Direct Hire Financial Services Assistant for a financial group in Loveland Ohio.

This company has a strong client culture and is looking for their next team member. Please review the below responsibilities, requirements and additional details. If this is a good fit, make sure to apply today!


+ Assist with rebalancing investment portfolios

+ Opening brokerage accounts, IRAs

+ Request funds for transfers and rollovers

+ Handle client administrative needs

+ Oversee the process of life insurance from application to policy delivery

+ Prepare investment reports for client meetings


+ Attention to detail

+ Two years of experience in similar financial based role

+ Ability to manage multiple projects simultaneously

+ Strong sense of professionalism

Additional Details

+ Direct Hire, Full time position

+ Annual Salary Range: $35,000 to $40,000

+ Hours: Monday through Friday 8:30am to 5:00pm

+ Benefits: Retirement Plan, Health Insurance, Paid Vacation

Please Apply Today!

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-01-08 Expires: 2021-02-08

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Financial Services Assistant

Kelly Services
Loveland, OH 45140

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