This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2203452

Responsible for providing administrative and clerical support to the investment representative in the Magic Valley area. Types and assembles letters, memos, and reports. Answers questions and directs telephone calls and visitors. Prepares documents. Assembles and maintains data. Performs specific projects as assigned. Actively pursues obtaining licensing including life/health/disability and securities. Responsible for managing existing client relationships by working with Investment Representative, Investment Services Operations Coordinator and Investment Assistant.