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!