Allied Personnel, Inc

Morristown, NJ

Administrative Assistant -Client Service Associate

$65,000-$75,000 / YEAR

Join this growing Wealth Management Firm.  Be right hand to Wealth Adviser. Handle all client interactions, on-boarding new clients, set up client meetings, transfer money within accounts at client's request, wire transfers and general administrative support.

Job Requirements

Must have minimum of 2 years experience working in either banking, financial services, wealth management, investment services, client services.


Strong client relationship and administrative skills, professional demeanor,


Terrific opportunity to join a fantastic firm!