Student or Entry-Level Job

Office assistant

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FirsTrust, LLC
3340 Peachtree Rd
Atlanta, GA
Posted: September 22 2016
Application Deadline: Available Year-round
Position: Full-time, Paid

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Description

FirsTrust is a collaborative Team of financial advisors who advise clients on investments, financial planning, taxes, estate planning, retirement, etc. We are a nationally recognized SEC-Registered Investment Advisor, with corporate offices in Florida, and now assembling a second FinancialTeam in our Atlanta/Buckhead office.

We are seeking an office intern who may become our permanent Financial Service Administrator.

Responsibilities

- Office administrative support
- Manage office calendar
- Organize Financial Advisor's caseload

Requirements

- Understand business management principles and how to prioritize and implement goals.
- Possess an ability to interact gracefully and professionally with wealthy clients.
- Perform well in environment that moves at different speeds and requires dependability.

Skills

Required - MS Office Suite, Administrative Activities, Client Correspondence, Client Service Oriented

How To Apply

Apply
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