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YOUR FUTURE CAREER AWAITS... DIRECT-HIRE AND ENTRY-LEVEL OPPORTUNITIES!

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Client Service Associate/Admin Assistant

Reading, PA 19610

Posted: 04/12/2021 Employment Type: Administrative | Professional | Clerical Industry: GAGE PROFESSIONALS Pay Rate: $45K - $55K DOE

Job Description

Excellent DIRECT HIRE opportunity!

Job Summary:

Contribute to the growth of the company by supporting Relationship Managers and other Principals of the firm in their daily activity within client accounts with prompt and accurate information and service.  The Associate is often the initial point of contact with the client.  Additionally, work with the President on firm financial recordkeeping and the firm CCO with regard to adherence of company policies, regulatory and compliance concerns and procedures.

*Investment/Financial Services industry experience preferred
*Strong administrative experience
*MS Office proficiency
*QuickBooks knowledge
*Outstanding interpersonal skills

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