Current Job Openings
We’re committed to helping people get to the life they want.
If this sounds like the place for you, join our team!
Responsibilities
You will perform a variety of administrative tasks and support the team through:
You will perform a variety of administrative tasks and support the team through:
- Following up on client deliverables, opening investment accounts, and sending packages
- Proper documentation and organization of client files
- Managing office supply inventory
- Accurate recording of revenues and expenses
- Supporting ad hoc projects and initiatives as determined by the team
Qualifications
- Excellent organizational and time management skills
- Knowledge in MS Office and Google Suite
- Trustworthy
- People and service-oriented
- Discretion and confidentiality
Email your resume and cover letter to: