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.