Executive Wealth Central Operations – Administrative Support
Individual within this role will support the Executive Wealth Central Operations Team which is a fast-paced team dedicated to helping clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments.
Individual within this role will:
Provide administrative support to multiple advisor teams including:
•Preparation, review and editing of confidential correspondence
•Document scanning, management and archiving across multiple systems
•Preparation of travel expense and billing allocation reports
•Preparation and handling of time-sensitive quarterly client tax payments
•Miscellaneous administrative projects as needed
Skills Required
•Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
•Ability to work in a fast-paced environment and think clearly under pressure
•Excellent communication skills; team focused
•Extremely organized and detail-oriented
Qualification Requirements: Physical Requirements: Good hearing and able to communicate effectively. Able to work comfortably in dangerous work environments. Requirements: Must be at least 18 years of age. Able to identify shop safety hazards. Strong...
...conscientious, assertive, and enjoy working in a team environment. Job Description DTDS is looking for a full-time Bid Coordinator for our headquarters in Antioch, CA. This position is fundamental to the Estimating department and Job tracking functions,...
...Hospice Of Michigan is looking for a Clinical Quality Nurse passionate people to provide high quality patient care to join our team! Job Summary: Responsible... ...extensive telephone contact; repetitive motion; traveling; driving or riding in motor vehicle; standing,...
...commit to a long-term role. Responsibilities Employees are responsible for providing a welcoming and professional customer experience while maintaining speed and efficiency. Drink preparation must be executed with precision, following all recipes and standards...
...Specialist Immediate opening for Global Transportation organization Onsite Fullerton area Great part-time PM shift role 20-25 hours per week/College students welcome Monday to Friday 6PM to 10PM OR 8am-12pm OR 12pm-4pm $20-21.00 per hour Transportation/Freight...