Wealth Management Operations Assistant

Job Description Job Description Grow your career in the investment industry We are looking for a highly motivated person with strong computer skills, a sharp memory, and a genuine interest in building a career in wealth management and investments. Our firm works with a select group of individuals, business owners, executives, and retirees. We help clients build and preserve tax-efficient income and family wealth, with a core mission of long-term financial security and peace of mind. We have bee…