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    Serve as the primary day-to-day point of contact for clients by responding to phone calls and email inquiries. Assist with new account openings, account maintenance, and custodial transfer paperwork. Process financial transactions, including wire transfers, distributions, and securities trade support. Prepare semi-annual review agendas, document client interactions, and provide administrative and operational support to financial advisors to help ensure a smooth client experience.

    Please email resumes only, no phone calls to the office.

    • Bachelor's degree preferred
    • Series 7 and 66 preferred (or other FINRA licenses)
    • Strong attention to detail
    • Excellent written and verbal communication skills
    • Ability to manage multiple tasks and deadlines in a fast-paced environment
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    You may request more information and if desired copy and paste in your resume below.
    Browse below to select the Resume file to attach if available.