Successful wealth management firm with the highest degree of integrity and family investment focus, now hiring addition to staff. Ideal candidiate will be degreed, familiar with infrastructure of Schwab and Fidelity, know Axys or Black Diamond,and have 5+ years exp. in wealth or asset management .Obtain documents to set up clients in system, review daily transactions ,interface with portals,and adept at building processes are some of the duties in this challenging position. Will also interact with trader,analyze accounts and use extensive Excel. Should be tech savvy. $ open + bonus and good benefits. Please email resume in a Word doc to firstname.lastname@example.org
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