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Wealth & Retirement Planning Executive Assistant

6AM City, LLC

The Bergin Agency is seeking an Executive Associate to support a senior financial representative. Responsibilities include managing client interactions, assisting with service needs, and preparing for appointments. The ideal candidate has at least 2 years experience in sales support, strong communication skills, and familiarity with investment operations. The role is on-site in Cranford, NJ and involves using tools like Salesforce and Microsoft Office. The agency values a detail-oriented individual who can work independently. #J-18808-Ljbffr 6AM City, LLC

Vacancy posted 1 day ago
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