Wealth Management Assistant
Shidell Wealth Management, Inc - Saint Paul, MN

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Responsibilities will include client file maintance, processing paperwork, client relations, sales support, marketing, correspondence and data analysis. Must be detail-oriented with excellent customer service, organizational and computer skills (MS Word and Excell).Securities license not required but looking for someone motivated to get licensed in the future. Part time position at first but will hopefully lead to full time in the future. The firm offers a competitive salary based on qualifications. Send resume and cover letter to Michael Shidell.

Indeed - 17 months ago - save job
About this company
Is a full service wealth management company located in the Arden Hills/Shoreview area.