We have opportunities for energetic, tech-savvy individuals with interest in the financial industry to join our team. Send your resume and cover letter to Natalie Trouw at email@example.com
The practice administrator is unlicensed and serves as the main client contact for the practice. They are responsible for handling all incoming client calls, scheduling appointments and managing Deborah’s calendar for smooth flow of business. They will also prepare documents and files for upcoming client appointments, and create service and transaction paperwork. The administrative assistant plays a key role in initiating, developing and maintaining a good relationship with the client!
The transaction coordinator is unlicensed and shall be responsible for handling all service and transaction work for our clients. They work closely with each member of the team, keeping everyone informed from beginning to end of each project. The transaction coordinator plays a key role in ensuring that business is accomplished smoothly, efficiently and in a timely manner. The transaction coordinator also strives to develop deeper relationships with clients through servicing and plan work.
These employment positions will require background checks given Deborah Trouw's association with Waddell & Reed, Inc. due to regulatory requirements. However, these positions are not offered through or by Waddell & Reed, Inc. Instead, these opportunities are offered solely by Deborah Trouw solely in connection with her independent financial advisor practice. Deborah Trouw is not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of Deborah Trouw. (05/20)