Remote Administrative Assistant for Wealth Management
Harbourfront Wealth Management
New York, NY
- Remote job
Harbourfront Wealth Management, via Blueridge Private Wealth, is seeking an Administrative Assistant for a part-time, fully remote role supporting an Investment Advisor. Responsibilities include scheduling, client correspondence, onboarding, and documentation management. The ideal candidate has at least 2 years in a similar role, familiarity with CRM systems like Salesforce, NBIN, and basic AI tools, and strong communication, organization, and customer service skills. #J-18808-Ljbffr Harbourfront Wealth Management
Vacancy posted 3 days ago
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