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Posted: Thursday, February 15, 2018 5:27 AM

Job Description
This is an opportunity to join a small respected boutique investment firm known for managing retirement portfolios for high net worth families. We do not sell our services through commissioned salespeople. Clients find us through referrals and through our reputation marketing efforts.
We are creating a new administrative position for a creative, super:organized, friendly, outgoing person who wants to work directly for our founder to support our current clientele and to grow.
You will need to have relevant experience, be proficient in project and time management, and be able to interface effectively with clients, prospective clients, visitors and staff in an atmosphere of dignity and decorum.
Hours are long, and job satisfaction is high for the right candidate.
:Must have excellent written and oral communication skills with a command of grammar, spelling, and basic math.
:Must have the ability to multitask, manage a diverse work load, and work in a fast:paced, deadline:oriented, quickly changing environment.
:Must be organized, able to prioritize and have the ability to work and function independently.
:A background check and references are required.
:A plus but not required : Interest in passing the Series 65 (go to finra/file a form U:10 to take the test).
:Transcript required for recent grads : top grades expected.
If you qualify, please submit your resume, your current salary, and an explanation of why you are right for this position.


• Location: stamford, Westchester

• Post ID: 160161962 westchester is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018