Personal assistant needed for a busy Financial Consultant.
Who we are: A boutique financial consulting and Wealth Management Company. We provide in house portfolio management and advising to individuals and corporations.
Who you are: Warm, dedicated, detail-oriented go getter, experienced in being a personal assistant. Always one step ahead, able foresee what’s needed. You need to be willing to travel locally to meetings and be able to manage work and personal calendars.
Responsibilities: Handle daily administrative tasks including but not limited to answering calls, scheduling appointments, updating our CRM, prepare reports and attend client meetings to take detailed notes and follow through on action needed items.
Benefits: Competitive salary, 401k, Health Insurance
***If this is you, we would love to hear from you! Please submit your resume and we will be in touch***
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