Wealth Management Office Assistant

4 weeks ago


Bedminster, United States PCC Asset Management LLC Full time
Job DescriptionJob Description

Answer phone calls and either redirect to coworkers or take a message

Compose & Produce reports from different programs

Utilize financial modeling programs to build investment proposals

Prepare mailings to send out

File client paperwork

Shredding

Use word and Excel

Record company expenses every month using Quickbooks

*The company reserves the right to add or change any duties at any time


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