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Responsibilities:
- Respond to client requests with timeliness and accuracy.
- Assist Advisors with client meeting prep and follow-up tasks.
- Attend client meetings with advisors virtually.
Requirements:
- 5 years of financial services experience and prior remote working experience.
- Adept and skilled with technology.
- BA degree required.
Skills:
- Ability to prioritize tasks, problem-solve, and meet deadlines.
- Organization skills & attention to detail.
- Ability to anticipate client and advisor needs.
Alta Wealth Partners
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. They have created a culture of success and a team that is dedicated to its clients.