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Front Desk / Office Manager
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- Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.
- We are a growing wealth management firm which has an open position - Front Desk / Office Manager.
- As the Front Desk / Office Manager you will work closely with the primary owner and the Wealth Management Team. You will greet clients, answer phones, schedule clients, and prepare various client documents.
- Process incoming client contributions on a variety of custodial platforms & provide follow up with respective advisory teams on check deposits.
- Coordinate office vendor services, including technology, cleaning & shredding services.
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