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Private Client Assistant/Associate up to $55K

Accounting/FinancePosted 18 days 13 hours 17 minutes ago. Viewed: 43 times.

Description

Private Client Assistant/Associate up to $55K
A prestigious wealth management company, located in West Los Angeles, is seeking Private Client Assistant/Associate whose primary responsibilities will be client servicing, analyzing portfolios and asset allocations and account administration. The position will work closely with Financial Advisors on behalf of high net worth private clients. Duties will be: Responding to client inquiries regarding cash flow requests, asset allocation decisions and security selection and articulating investment process. Must have a four year degree and with at least two year experience working in the financial service industry, professional with an analytically mind and strong academics. JOB STABILITY A MUST; BRING YOUR “A” GAME TO AN “A” TEAM!

Contact information

FOR IMMEDIATE CONSIDERATION, PLEASE FORWARD YOUR RESUME TO: prcadvantage@ca.rr.com.

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