This full-time position supports Private Client Advisors in delivering wealth management services to high net worth clients.
Responsibilities include assisting with account administration, document review, fund transfers, and coordinating tax preparations, while providing exceptional client service.
It requires a motivated, organized individual with 2+ years of office experience, basic knowledge of wealth management products, and strong communication skills.
The role offers an hourly wage of $23.80 - $27.65, benefits such as health insurance, 401(k), paid time off, and opportunities for career development.
Ideal candidates are client-centric, adaptable, and capable of working independently with proficiency in Microsoft Office.
Education of high school diploma or equivalent is required, with an associate degree preferred.