Office Manager/Client Support Specialist
We are expanding to grow our wealth management service. A professional in this position must exhibit an ability to assist and support investment advisors, managing members, investment management team, and business development officers. Must be able to perform client service by assisting IAs and their client accounts, help with office administrative duties, marketing projects, etc.
Requirements:
- Must have a minimum of Associate degree, Min.1 year of investment industry experience as a client service specialist, administrative assistant, and/or sales assistant.
- Multi-Lingual is a plus
- Ability to organize and plan multiple tasks; complete work in an efficient manner
For more information, please contact Christopher Yoo via chris.yoo@summitassetstrategies.com, along with a resume and a cover letter.
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