Seattle Area "Registered Rep Assistant" Job opening
Emerald City Fiduciary Group is a financial planning company in Seattle Washington, formally Vivienne Strickler (retired) and Jeffrey Moormeier. They were independent advisors and have merged due to the retirement of Vivienne Strickler. We have been in business for over 30 years each and offer a team environment, a reputation for excellence, and a continual focus on how to better serve our clients. This is a mid-level position that will support one advisor, Jeffrey Moormeier in all facets of the client relationship. You will assist in preparing for client meetings: gathering client data, entering data into our financial planning software stack; Redtail, eMoney, Albridge, Morningstar and Bill Good Marketing. You will process new account paperwork, primar
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.