In-Office Assistant

Job Description Wealth management office in Cedarhurst is looking for an in-office assistant for 25-30 hours per week. The ideal candidate will be proactive, detail-oriented, positive, and a team player. Must have a willingness to learn about financial markets, financial planning, and account types. Responsibilities Assist with daily office tasks Support financial planning activities Learn about various account types Qualifications Proactive attitude Detail-oriented Positive demeanor Team player