Local Wealth Management Firm Administrative Assistant
We have been serving clients since 1989. We provide clients in 28 states with financial planning advice and Personal Portfolio Management solutions as an Independent Advisory Firm.Being a small family firm allows us to offer a flexible, friendly work environment, with attractive work hours.Skills Required:Microsoft Office Proficiency: Demonstrated experience with Microsoft Word, Excel, PowerPoint, and Outlook. Familiarity with these tools is essential for creating documents, managing data, and handling
Retirement Visions - Holt Financial Group, LLC