In-Office Assistant
Job Description
Job Description
Wealth management office in Cedarhurst is looking for an in-office assistant for 25-30 hours per week. The ideal candidate will be proactive, detail-oriented, positive, and a team player. Must have a willingness to learn about financial markets, financial planning, and account types.
Responsibilities
- Assist with daily office tasks
- Support financial planning activities
- Learn about various account types
Qualifications
- Proactive attitude
- Detail-oriented
- Positive demeanor
- Team player
