About this role
Wealth Sales Assistant I - Investment Services at Frostbank. Location: Fort Worth, Texas, United States. Role: initiating transfers, monitoring transactions, maintaining records Requirements: Provide administrative support to financial advisors, initiate and follow up on account transfers and transactions, maintain account administration and client mailing data, and demonstrate strong customer service and Microsoft application skills. Category: Sales Seniority: Entry Level Tools: Microsoft computer applications Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English