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Wealth Management Assistant job

Elite Placement GroupBeverly Hills, CA
Elite Placement Group jobs





Job Description

Job Description

Wealth Management Assistant $60k, paid OT, Annual Bonus, Great benefits and 401k! Career development!!

Prominent Private Wealth Management firm is searching for talented individuals to join their successful corporation in a role that is fast paced, challenging, and rewarding. This is an administrative coordinator role supporting Financial Advisors and their high-net worth clients.

Position Responsibilities:

• Communicate with clients, prospects, and intermediaries regarding any meetings or appointments with the Advisors.
• Book meetings, manage calendars, answer calls and emails, and book complex travel arrangements.
• Analyzing prospective client portfolios for asset allocation recommendations
• Preparing presentations and documentation for the clients.
• Special projects and generating reports.

Qualifications Required:

• 1+ years experience working in the financial services industry preferably in a client focused/service role or relevant internships
• Bachelor's Degree with a minimum overall GPA of 3.1 or greater is a PLUS
• Super problem solving and analytical skills essential
• Excellent verbal and written communication skills

We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring.

Company Description
Elite Placement Group specializes in full-time and temporary placement of administrative support, executive assistants, legal assistants, paralegals, general office support, receptionists, and human resources.

We offer full-time and temporary recruiting solutions to a wide variety of industries, including advertising, architectural, asset management, business management, commercial real estate, cpa/accounting, engineering, entertainment, executive search, fashion, foundations, investment banking, law firms, management consulting, media, non-profit organizations, property management, public relations, publishing, real estate investment trust, venture capital.

Please submit resume in Word or PDF format.

We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements for the State of California Fair Chance Initiative for Hiring.
Estimated annual salary


  • Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.
  • Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products.
  • Direct administrative activities directly related to making products or providing services.
  • Prepare staff work schedules and assign specific duties.


  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.


  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
401K Plan

Elite Placement Group


Private Practice / Firm


1 to 50 employees


Less than $1M


Stamford, CT


Business Services


Jacob Makmale, CPA, CPC

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