Bronxville Jim Van Metter
15-02-19 177 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

Related ads

Freelance Tech Assistant

Tech assistance, freelance.  Looking for freelance assistance with social media, via Mail Chimp and assistance with photo management for websites, Houzz profiles, and FB.  Need help sending photos and materials via Dropbox.  Currently updating… Bronxville

Assistant to Institutional Advancement & Gift Intake Coordinator at Concordia College

Assistant to Institutional Advancement & Gift Intake Coordinator  EOE Statement We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin,… Bronxville

Report this ad