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German American Bank

Investment Sales Assistant

3 Days AgoSaved
In-Office
Whitehall, OH, USA
Entry level
Entry level
Financial Services
Supports a Financial Advisor by managing schedules, preparing client materials, scheduling appointments, coordinating client events, following up on pending items, resolving client questions, and preparing FINRA-related compliance reports. Provides administrative and relationship-focused support to current and prospective investment clients while handling confidential information and multiple deadlines.
Top Skills: Finra RegulationsMicrosoft AccessExcelMicrosoft PowerpointMicrosoft Word
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