What are the responsibilities and job description for the Wealth Management Client Services Coordinator position at DKE Inc.?
We are Looking for a detail-oriented and proactive individual seeking a career in the Wealth Management Industry. This person will report directly to our Director of Operations, at DKE Comprehensive Wealth Counsel, with an opportunity to advance within the firm based off of performance and additional education. This individual will play a critical role in assisting with client service and managing day-to-day operations. The ideal candidate will possess excellent communication and organizational skills and will receive the foundational skills necessary for a career in Wealth Management. Experience with Microsoft365 and QuickBooks is preferred.
This is an in-person role in Venice, Florida. Salary is competitive.
For a complete job description, please contact Patti Reinhart by email from applying directly to this job posting .
To apply, click "apply" on this job posting to submit resume by email.
Equal Opportunity Employer : We don’t just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, and our community. We are an equal opportunity employer. Employment at our company is based solely on a person's merit and qualifications directly related to professional competence. We do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity / expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition or any other basis protected by law. It is our policy to comply with all applicable national, stateand local laws pertaining to nondiscrimination and equal opportunity.
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