Does anybody know anything about this PA? Do they essentially support the FAs with all operational and administrative tasks? How difficult would it be to break into this program/position coming role within the bank?
Below is the job description. Thanks in advance.
*Standard BAU Activities:
*Liaise with Financial Advisors, field management and internal home office teams in the support and education of the PA program
*Review and develop policies and procedures; enhance where appropriate
*Develop and maintain reporting on key business metrics and provide periodic updates to management
*Partner with Product Management for ongoing maintenance of program and new business initiatives
*2-4 years of related industry experience; Experience within
*Strong technical skills required including: 1) Microsoft Office proficient; 2) Advanced skills required; Must be fluent in macros, pivot tables, formulas, etc.
*Strong quantitative and analytical skills; Fundamental understanding of financial and investment principles
*Excellent communication skills; Able to draw out information through good listening and questioning skills
*Strong interpersonal skills; excellent team player, ability to deal with business partners at all levels
*Ability to work independently, set priorities and deliver quality results
* & 66 Licenses preferred; Willingness to obtain within reasonable time of hire will be considered