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Seeking a Sr. Administrative Assistant to support the Founder of a boutique wealth management firm. Responsibilities include calendar management, CRM management, travel arrangements, marketing lists preparation, and client event planning. Requires 3 years of administrative experience with high attention to detail and strong communication skills. Competitive salary with full benefits package offered.
As the Human Resources Generalist, you will foster a positive and inclusive workplace culture, handle HR tasks, and shape HR strategies. Responsibilities include culture cultivation, employee support, policy development, compliance assurance, recruiting, payroll, benefits administration, and more.
Supportive Services Case Manager responsible for fostering a positive and inclusive living environment for tenants with severe mental health conditions. Duties include case management, community building, communication and coordination, and specific tasks related to tenant support. Qualifications include a bachelor's degree in a related field and at least five years of experience working with serious mental illness.
Serve as the point of contact for established clients, manage risk and investment strategies, develop revenue opportunities, maintain industry knowledge, and work collaboratively with clients and team members.
Seeking a motivated Junior Financial Advisor to assist in client relationship management, new business development, and comprehensive financial planning. Collaborate with internal teams to deliver tailored financial solutions. Stay informed on industry trends and market conditions to provide informed advice to clients.
The Investment Operations Associate will manage trade settlements, portfolio reconciliations, financial reports, client relationships, and operational workflows in a boutique wealth management firm. Responsibilities include ensuring accuracy in transactions, onboarding new accounts, client communication, project management, compliance, and risk management.
The Financial Planning Associate will craft personalized financial plans for clients, identify areas for financial improvement, integrate investments and insurance, participate in client meetings, and ensure compliance. The role requires strong problem-solving, communication, and analytical skills, as well as a client-first mindset.
Dynamic wealth management firm seeking an Administrative Assistant to support the team in servicing client needs, preparing for meetings, documenting interactions, and managing social media. Must be highly organized, detail-oriented, and proficient in communication. Opportunity to join a mission-driven company empowering individuals to achieve financial success and meaningful adventures.
Senior Tax Accountant responsible for planning and preparing tax documents, overseeing staff accountants, and providing quality service to clients. Must have CPA certification and 6-10 years of public accounting experience.
The Investment Associate will be responsible for executing buy or sell orders, maintaining asset allocation, preparing paperwork for investment accounts, and providing financial planning services to clients.
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