DO NOT MISS THIS! - Wealth Management Executive Assistant
Company: Jobot
Location: Costa Mesa
Posted on: October 27, 2024
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Job Description:
Wealth Management Executive Assistant - InvestmentsThis Jobot
Job is hosted by: Amber LeonardAre you a fit? Easy Apply now by
clicking the "Apply" button
and sending us your resume.Salary: $90,000 - $110,000 per yearA bit
about us:We are a wealth management firm that has been in business
for 30 years. We offer a full service experience for our clients
from investments to tax services as well as a cohesive team
environment allowing our team members to achieve their fullest
potential.Why join us?Competitive base salary401k match of 4%Full
health benefitsFlexible hours outside of tax seasonHybrid schedule
- Monday through Thursday in office and Fridays at homeHoliday
bonusLife InsuranceFSAJob Details- WHAT YOU BRING TO THE TEAM - -
Has worked closely with advisors that have a book of business in
excess of $250M - Strong knowledge of finance, accounting, and
wealth management principals - Experience in client interactions
regarding investment servicing, opening accounts in varying degrees
of complexity, manage incoming/outgoing asset transfers, and money
movement transactions - Adherence to financial regulatory
guidelines - Ability to field multi-topic inquiries, work with
other departments in completing tasks and track current work in
progress through to completion - Understanding of Portfolio
Performance Reports and identify and resolve errors in reporting -
Technical skills to analyze financial transactions and identify
discrepancies - Demonstrate loyalty, exceptional work ethic and
consistency - Master at Planning and Organization - Analysis of
Financial Data - Self-Starting, Self-Management and takes Personal
Accountability for work - Customer Focused and Results Oriented -
Flexible, Problem Solver and Adapts to Change - Thrives under
pressure and can manage high-work volume - Microsoft Applications
(Outlook, Excel, PowerPoint, Word, Teams)**Preferred Series
65**Interested in hearing more? Easy Apply now by clicking the
"Apply" button.
Keywords: Jobot, Santee , DO NOT MISS THIS! - Wealth Management Executive Assistant, Executive , Costa Mesa, California
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