Kerkering, Barberio & Co.

Research Assistant

US-FL-Sarasota
ID
2017-1070
# of Openings
1
Department
Wealth Management

Overview

Allegiant Private Advisors is currently seeking a Research Assistant for its Sarasota office. This entry-level position supports the investment advisory process for the clients and representatives of APA. Duties include maintaining the account database utilizing web-based products, providing timely analysis of account characteristics and performance, preparing reports and supporting analysis, providing customer service to clients, and supporting our operations staff.

Responsibilities

The qualified candidate must have excellent math, computer, organizational, communication and analytical skills, and must maintain a professional demeanor. A Bachelor's degree in a finance-related field  is required.

Qualifications

We offer a benefits package that includes health/life/dental/vision insurance, 401(k), paid vacation/sick/personal time, tuition reimbursement, Continuing Professional Education and more. 

We enjoy a business atmosphere that embraces work/life balance, is on the leading edge of technology, and strongly supports the training and advancement of our staff. Kerkering Barberio is a unique professional opportunity.

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