23 days old

Administrative Assistant/Para Planner for Wealth Management Firm

Boardman, Ohio 44512
  • Job Type
    Employee
  • Job Status
    Full Time

Wealth Management company seeking a full time Administrative Assistant/ Para-planner

Series 7 licensed preferred but not required

This is an administrative role within our firm

Must be able to juggle multiple projects and responsibilities at one time

Must be self-motivated and willing to learn all aspects of the Investment and Financial planning business

Duties will include assisting advisors with working a large book of business, meeting with clients, and providing administrative assistance with case prep and client service work

Must be able to work with various computer programs (Excel,Word,PowerPoint, Redtail)

Great opportunity for current or former financial advisors struggling with commission

*Pay will be based on experience

Categories

Posted: 2018-10-22 Expires: 2018-11-21

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Administrative Assistant/Para Planner for Wealth Management Firm

American Financial Services
Boardman, Ohio 44512

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