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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $55,000.00 - $65,000.00
Work Schedule
Standard Hours
Benefits
Work from home on Fridays
structured work hours
Professional development opportunities
Supportive team environment
Experience in wealth management industry
Job Description
Destination Wealth Management is a rapidly growing firm specializing in wealth management services tailored to high-net-worth clients. The company is known for its comprehensive approach to financial planning, trading, research analysis, and client servicing, all delivered by a team of highly skilled Certified Financial Planners, Traders, Research Analysts, and Client Service Associates. Destination Wealth Management prides itself on its client-focused philosophy, aiming to provide personalized financial strategies that meet the unique needs of each individual client. The firm supports a collaborative environment where each team member contributes directly to the firm's success and client satisfaction. The culture encourages initiative, professional... Show More
Job Requirements
- high school diploma or equivalent
- previous administrative or receptionist experience preferred
- proficiency in basic computer applications
- strong interpersonal skills
- reliable and punctual
- ability to handle multiple tasks simultaneously
- friendly and welcoming demeanor
Job Qualifications
- strong initiative
- excellent communication skills
- able to demonstrate proactiveness
- operate successfully in a fast-paced environment
- ability to manage time and resources effectively
- enjoy being challenged
- ability to think logically and problem solve
- able to interact with clients and colleagues with a professional, respective attitude
Job Duties
- answer and screen incoming calls and emails
- act as concierge to clients visiting the office
- coordinate incoming and outgoing mail
- maintain office supplies including mailroom and kitchen
- undertake ad hoc projects as assigned by manager
- organize conference and meeting room bookings
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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