Firm seeking an individual with excellent speaking skills to help Founder & CEO with all tasks related running with a wealth management firm. Candidate should be familiar with word,excel,powerpoint and well versed in scheduling appointments. Fast starter preferred.
Knowledge of CRM necessary and Docusign essential.
Candidate must have securities industry experience.
A point person with client events and liaise with clients when necessary
Candidate fingerprinted as per FINRA regulations.