This position is an entry level position that will be responsible for the daily processing support within the assigned areas within the Wealth Management department.
Requirements
- High School diploma or equivalent is required
- Bachelor's degree in Business or Finance highly desired
- Previous professional working experience in Operations, Investments, Brokerage or Accounting is highly desired
- Proficiency in Microsoft Office Products required
- Excellent customer services and interpersonal skills required
- Strong verbal and written communication skills required
- Ability to perform simple and complex mathematical calculations is essential
- Well organized and ability to adhere to daily deadlines is essential
- Ability to multi-task and work in a fast-paced environment
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan