What are the responsibilities and job description for the Wealth Management Administrator position at Voyager Wealth Management, LLC?
Voyager Wealth Management, LLC is a leading provider of investment services to affluent individuals.
We are committed to delivering exceptional results and building long-term relationships with our clients.
About the Role
- Responsible for maintaining client investment accounts on our portfolio management system
- Conducting trades, investment strategy research, and client reporting
- Collaborating with staff to ensure seamless execution of projects
This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.
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