DO NOT MISS THIS! - Wealth Management Executive Assistant
DO NOT MISS THIS! - Wealth Management Executive Assistant
Jobot
Costa Mesa, CA
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Job details
Wealth Management Executive Assistant - Investments
This Jobot Job is hosted by Amber Leonard
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $90,000 - $110,000 per year
A 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 salary
401k match of 4%
Full health benefits
Flexible hours outside of tax season
Hybrid schedule - Monday through Thursday in office and Fridays at home
Holiday bonus
Life Insurance
FSA
Job Details
~ WHAT YOU BRING TO THE TEAM ~
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Wealth Management Executive Assistant - Investments
This Jobot Job is hosted by Amber Leonard
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $90,000 - $110,000 per year
A 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 salary
401k match of 4%
Full health benefits
Flexible hours outside of tax season
Hybrid schedule - Monday through Thursday in office and Fridays at home
Holiday bonus
Life Insurance
FSA
Job 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)
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
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Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Banking, Financial Services, and Accounting
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