Client accounts are housed at Fidelity and Schwab and a knowledge of using their platforms is a plus. Candidates must have experience in financial services and

Ability to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures, etc., that are necessary for providing

Performs other general clerical and administrative duties as requested, which may include scheduling meetings, answering the firms phone line, recordkeeping,

Ability to interact effectively with residents, family members, visitors, government agencies/personnel, the general public and other staff members.

Graduation from an accredited college or university with a Bachelors degree in accounting, finance, public/business administration, or a closely related field.