Assistant Job at Frederica Wealth Advisory, Island County, WA

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  • Frederica Wealth Advisory
  • Island County, WA

Job Description

Seeking experienced and motivated individual to join a growing wealth management firm. Position is part-time and very flexible, with potential to be full-time.

Responsibilities

  • Handle onboarding of new clients
  • Manage client database and digital filing
  • Daily contact with clients, assisting in transfers, wires, and general maintenance
  • Assist in day-to-day operations, marketing, and client service.

Qualifications

  • 2 Years experience in financial services
  • Experience in robust tech stack including Redtail, Nitrogen, eMoney, Albridge, PreciseFP, and Greminders is a HUGE plus
  • Self-learning and self-motivated. We are a growing firm and there is a lot to learn.

Job Tags

Full time, Part time, Flexible hours,

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