Mayagüez Region 13; Full Time Opportunity 13; General Description 13;
Provides support in client service and investment advice for the Financial Consultants assigned by performing the following duties.
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Essential Duties and Responsibilities 13;
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Prepare reports, analysis and presentations for clients and prospects.
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Prepare, review and/or update Investment Policies for clients.
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Analyze accounts and portfolios.
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Conduct research of companies and mutual funds, platforms and money managers.
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Tables and investments reports.
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Assist in follow:up to the meetings agreements with clients and team.
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Assist in monitoring and implementing proposals.
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Assist in preparation of newsletters, seminars, presentations for internal and /or external use.
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Maintaining and managing CRM.
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Assist when needed in the coordination of client meetings, presentations, minutes and f/u with clients, Pop One and outside advisors.
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Work with the customers electronic files and other files like seminars and presentations, among others.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
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Education 13;
Bachelors Degree in Finance or Accounting 13;
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Experience 13;
At least three (3) years of related experience.
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Certifications / Licenses 13;
FINRA Series 7 and Series 66
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Other Qualifications 13;
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Advanced knowledge of the metrics or factors in the analysis of specialized industries: Securities
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Knowledge of local and federal laws and regulations that apply to the financial industry
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Provision for decision making
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Work under minimal supervision
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Analytical and critical thinking
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Good interpersonal relationships
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Ability to analyze problems and needs, and to make decisions for the benefit of the client and the Company
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Ability to work with multiple responsibilities and priorities, demonstrating a sense of urgency and complying with established due dates
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Excellent customer service skills
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Excellent oral and written communication skills, both in English and Spanish
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Advanced domain of Microsoft Office programs (Word, Excel, and Outlook)
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Ability to work in teams and collaborate with peers in order to meet common goals
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Availability to work extended hours and weekends 13;
Competencies 13;
Accountability 13;
Analytical Discipline 13;
Collaboration and Teamwork 13;
Change Agent 13;
Customer Centric 13;
Self Development 13;
Business Excellence 13;
Character 13;
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Popular Inc., is an Equal Opportunity Employer
