Assist and Support Relationship Management/Business Development Officers and Chief Fiduciary Officer in the daily performance of duties and servicing of client accounts.
Experience: 5+ years of prior financial administrative services work experience is preferred. Experience working with high net worth individuals is a plus.
Education/Licenses/Certifications: Undergraduate degree is preferred. Strong communication and writing skills are a must. Proficiency in Excel, database research (Wealth Engine, Linked-In, Bloomberg, etc.) are essential. Knowledge of Factset or Morningstar would be helpful.
Equal Opportunity Employer/Veterans/Disabled