BA, preferred, not required if 10+ year's experience within Financial Services
Customer Service, client interfacing @ 30-45 clients
Provide cash flow reports, 1099's, and other pertinent client request
Money Management for RA's
Experience with Bonds, Stocks and Markets helpful
MS Office, Excel and PowerPoint a must
3 proprietary software's built specific to their needs; easy to learn
Direct access and training from the Managing Partner and Managing Director
Needs an individual who is eager, hungry, driven to succeed
Full benefit package: employee covered 100%
Exceptional growth opps
Family oriented offices and environment
