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Employer Contact Information
- Company Name:
- Wachovia Corporation
288042Job Title: Client Associate, FSLocation: Independence,KS, Kansas 67301-0000 United StatesHrs/Wk: 15Employment Type: Part-TimeJob Description: RESPONSIBILITIES:Types letters, forms and reports from rough draftmaking corrections in grammar and spelling using Microsoft Word and Excel.Establishes and maintains files to meet regulatory requirements such as posting.Assists by providing account information and quotes. Sets up new accounts andsecurities. Enters orders after ticket is signed by FC. Process deliveries andpayments. Handles telephone and other inquiries. Handles requests for researchreports. Researches account problems. Creates and produces reports and databasesfor FC. Sends mailings for FC. Processes delivers and payments. Determinesavailability of funds, determines method of transfer. Issues checks or handlesACH. Wires Fed Funds. Handles automatic distributions. Establishes and maintainsfiling and record keeping necessary to support Financial Consultant salesefforts. Assists Financial Consultant or Branch Manager with a variety ofadministrative functions.REQUIREMENTS:Proficiency with MicrosoftWord and Excel. Ability to type, edit and proof business correspondence.Knowledge of office procedures and securities industry terminology toeffectively deal with clients and office personnel. This may be gained throughsix months experience with the Company. No licensing required. Less than 5 yearsindustry experience. All other duties as assigned. Ability to work accuratelywith detailed account information to assist Financial Consultant. Communicationskills necessary to deal effectively and courteously with the public. ClientAssociate will work when needed.Wachovia