Join our team of financial experts dedicated to helping clients meet their financial goals. See our available positions below. For any questions, please don't hesitate to reach our to us at firstname.lastname@example.org.
Our executive assistant role performs important administrative and back-office support activities for the firm, such as managing new client account set-up and rollovers, communicating with clients and appointment scheduling, paperwork processing, office obligations, and fielding telephone calls and emails. Learn more about this position below.
Interested in this position? Please send resumes to email@example.com and our team will get back to you as soon as possible.