We are a rapidly growing investment advisory firm in West Warwick, RI seeking an Administrative Coordinator to support our Retirement Plan Services department. The ideal candidate brings at least 2 years’ comparable experience in a professional office environment. We are looking for someone with a vibrant personality who will be able to provide exceptional support to the department and white glove customer service to plan participants and outside...
Investment Service Specialist. Summary. Our rapidly growing investment advisory firm located in West Warwick, RI is seeking an Investment Service Specialist to serve as the first point of contact for our high net worth client base. Our team’s pillar of success is our white glove service philosophy, which applies to both our clients and our team. The ideal candidate will have a passion for knowledge, growth, and leadership. What You Do (With White...
