Administrative Wealth Management Assistant

Be a right hand to a dynamic Wealth Management team in award-winning firm. Enjoy speaking with clients, open up new accounts, wire transfers, account maintenance, set up client meetings and general administrative support.



Job Requirements:

Investment or wealth management administrative experience is required.  Solid administrative and computer skills, strong multi-tasking and organization ability. Comfortable with enhancing client relations.


Wonderful bonus, benefits package.

Posted
09/11/2021
Type
Full time
Location
Morristown, NJ 07960, US