Wealth Advisor Executive Administrative Assistant

Assist wealth advisor/s with administrative tasks including appointment preparation, client management, account activities, and proactive outreach. Strong attention to detail and client service skills required. Financial knowledge and proficiency in ..

• Date Posted:

  6/5/2024 

• Remote Work Level:

  100% Remote

• Location:

  NY

• Job Type:

  Employee

• Job Schedule:

  Full-Time

• Career Level:

  Experienced

• Travel Required:

  No specification

• Categories:

  Administrative, Virtual Admin, Client Services, Operations

• Company:

  Company details here

• Benefits:

  Company Benefits here

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