Wealth Management Office Assistant

PCC Asset Management LLC
  • Bedminster, NJ
    2 days ago

    Job Description

    Job Description

    Job Description

    Answer phone calls and either redirect to coworkers or take a message

    Compose & Produce reports from different programs

    Utilize financial modeling programs to build investment proposals

    Prepare mailings to send out

    File client paperwork

    Shredding

    Use word and Excel

    Record company expenses every month using Quickbooks

    *The company reserves the right to add or change any duties at any time

    Numbers & Facts

    LocationBedminster, NJ

    Skills

    • Administrative Skillsunmatched
    • Financial Modelingunmatched
    • Intuit Quickbooksunmatched
    • Mail Processingunmatched
    • Microsoft Excelunmatched
    • Microsoft Wordunmatched
    • Reporting Skillsunmatched
    • Telephone Skillsunmatched
    • Wealth Managementunmatched

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