Administrative Associate is an integral member of our client service team working closely with the Operations Manager and Financial Advisor to deliver exceptional service to clients. The candidate will be an excellent communicator who is detail oriented team oriented, friendly, positive, and hard working. The ideal candidate will have 1-2 years experience in wealth management office and enjoy client meeting and greeting. Non-financial background will be considered if the candidate possesses exceptional project management skills, is highly organized, detail oriented and has demonstrated an ability and desire to master new skills. Marketing tasks such as social media management and event planning are included in this position. This position is in Bradenton and the candidate should be located within a reasonable commute to the office. Professional appearance and clean record and background required. Pay is commensurate with experience and capabilities.
