Administrative Assistant - Wealth Management

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your Role. Your work will include but not limited to: Overseeing and maintaining systems: Data integrity dashboard maintenance and reporting Firm workflow systems and databases Client billing Pipeline management - responsible for accurate input, com…