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Financial Advisor Assistant
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$15 - $20 an hour
Full-time
- Odyssey Financial is a boutique investment advisory services firm located in St. Petersburg, FL. Our founder, Nelson S. Stiles, has been working in the financial services industry since 2011 and currently manages investments for over 350 clients.
- Beyond providing advisory services to his own clientele, Nelson is a servicing representative for BENCOR and several of their public employer Special Pay Plans throughout Florida.
- The primary role will be to provide administrative support to Nelson and his team.
- The candidate should be a highly mature and professional individual with strong administrative and computer skills.
- CRM management and thorough documentation of client relations.
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