Wealth Management Office Assistant
PCC Asset Management LLC
Job Description
Job Description
Answer phone calls and either redirect to coworkers or take a message
Compose & Produce reports from different programs
Utilize financial modeling programs to build investment proposals
Prepare mailings to send out
File client paperwork
Shredding
Use word and Excel
Record company expenses every month using Quickbooks
*The company reserves the right to add or change any duties at any time
Vacancy posted 20 days ago
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