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Summary
About the Role
About You
- Strong knowledge of Microsoft Office, including Word, Excel, and Outlook.
- Excellent communication skills over the phone and via email.
- Well-organized with the ability to prioritize tasks.
- Bachelor's degree in Finance/Accounting or 2+ years of Customer Service experience.
- Familiarity with Financial/Brokerage Industry concepts, practices, and procedures.
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services. https://www.youtube.com/watch?v=TIhbR5ZEqK0