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Rep Resources Department

08.03.2018

Berthel Fisher Companies, a family of financial services companies including two subsidiary broker/dealer firms servicing financial advisors across the U.S. is hiring for our Representative Resources Department.

 

Responsibilities in this department can include document review and processing via our internal workflow portal, opening accounts, tracking and following up on missing information, incoming/outgoing phone calls, and data entry.

 

The ideal candidate has excellent data entry skills, is accurate and timely, and will work well in a team environment where effective communication skills and a continual focus on customer service are essential.  Required skills also include strong time management and attention to detail, as well as the ability to multitask with numerous operational processes and multiple data input platforms.  Candidate must be proficient in word processing, database, spreadsheet, e-mail, and web-based software.  Previous experience in the banking, insurance and/or securities business is helpful, but not required.

 

This position offers comprehensive benefits, including:

  • Health, dental and vision insurance
  • 401(k) safe harbor contribution
  • Paid time off
  • Short term and long term disability coverage
  • On site fitness center
  • Opportunity for career growth

 

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.

If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to humanresources@berthel.com.