Financial Coordinator/Executive Assistant - Guilford, CT. In-Office, Not Remote. A leading wealth management firm is seeking a motivated, self-starter to join their team to support the CEO. Role & Responsibilities. Manager calendar of the CEO, including scheduling meetings, coordinating availability for events/travel, arranging conference rooms, and manage calendar sharing with approved individuals. Coordinate on-site meetings and off-site events...
Job Summary. The Wealth Management Associate is responsible for supporting the advisors of the firm, providing excellent client services and manages day-to-day operations. Duties. § Works together with Virtual Admin to resolve daily notifications/service requests and any outstanding issues. § Ensures compliance with LPL and industry requirements. Maintains required compliance files and logs: Do Not Call List, Cash/Non-Cash Compensation Log, Prosp...
A leading wealth management firm in Guilford, CT is seeking a. Wealth Management Associate. to support Financial Advisors in Client Service, New Business Processing, and Portfolio Management. Key Responsibilities. Prepare paperwork as directed by the advisor. Complete and double check all paperwork for items that need to be added, signatures, dates, initials, etc. Submit applications to carrier with client's check, rollover paperwork, and transfe...
