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Financial Services / Wealth Management - Administrative Assistant (Rye Brook, NY)

compensation: To be decided
employment type: part-time

Financial Services / Wealth Management - Administrative Assistant (Rye Brook)

An experienced financial advisor in a well-established private wealth management firm in Rye Brook, NY is looking for a part-time administrative assistant.

Will train, no background in finance needed.

Responsibilities:
- Assisting with client servicing, including written and verbal communications
- Learning about financial products
- Scheduling appointments
- Filing documents

Requirements:
- College degree
- Excellent communication skills, both written and verbal
- Excellent organizational skills
- Detail-oriented
- Willing to learn
- Proactive and ready to help
- Friendly, with a positive approach

Please send a cover letter and resume. Thank you.
  • OK for recruiters to contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6962261904

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