Wealth Management Administrative Assistant

Wealth Management Administrative Assistant

The ideal applicant will have:

  • Accuracy and attention to detail
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
  • Effective communication skills including active listening, asking appropriate questions, clarifying the issues, and expressing oneself clearly
  • Excellent, clear, and concise writing skills
  • Strong interpersonal skills
  • Proficient in computer programs such as Microsoft Office and Client Management Information Systems
  • A positive, empathetic, and professional attitude
  • Analysis and problem-solving skills demonstrated by the ability to collect the necessary information to identify key issues
  • Associates Degree preferred in business and/or clerical

We offer a progressive work environment and a competitive salary and benefits package.

To submit a resume, please email hr@cuddyfinancial.com and place the contents of your resume in the body of the email.

We do NOT accept email attachments nor phone calls. 

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