We are in need of an Assistant to support our growing Financial Planning and Wealth Management practice. Key duties include preparation of investment statements, completion and updates of financial and estate plans, scheduling and organizing of meetings, maintenance of CRM, website updates, newsletter updates, other data input and phone system support.
Candidates should demonstrate truly superior computer skills, an aptitude
for numbers, and a very professional appearance and demeanor. Please send resume and cover letter to the attention of Dean Taylor, BA CMA Financial Advisor.