Small, busy Wealth Management firm located in Bronxville, NY has an immediate opening for a top-notch assistant. This is an exciting opportunity for an individual who has great client service and organizational skills and enjoys working in a small office environment. This individual will support a successful producer, handling daily administrative duties and interacting with clients.
Primary responsibilities include providing account information to clients, taking orders and performing service transactions for clients, etc.
- At least 2 years of financial services preferable
- Excellent PC skills, including Microsoft Word, Excel and PowerPoint
- Basic knowledge of investments, insurance and financial planning a plus
- Strong analytical skills
- Ability to be extremely detail oriented and highly organized
- Excellent oral and written communication skills
Part-time: 10-15 hours/week
81 Pondfield Road, Suites 2&4
Registered Representatives Wanted for our Bronxville Office!!! Aegis Capital Corp. We are a 30 year old full service investment firm with locations in Bronxville, Midtown and New York City's Financial District. We focus on providing corporate,… Bronxville