Wealth Advisory Operations Associate - Private Bank
TwinThread LLC
TwinThread is seeking an Associate to support the Wealth Advisory Team and clients in Massachusetts. The role involves maintaining trust structure inventories and preparing client presentations tailored to the Wealth Advisors. Candidates should have at least 5 years of relevant experience in a private bank or trust environment, along with a solid knowledge of wealth planning and proficiency in MS Office. This position emphasizes independent work in a team setting and fosters continuous learning and growth. #J-18808-Ljbffr
Vacancy posted 3 days ago
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