Bronxville Jim Van Metter
15-02-19 96 Hits

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. 

Job requirements:

  • 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

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