The administrative partner to our client’s advisor teams. This individual needs a passion for ensuring the client teams have all they need to service our clients in a world class way. This is not a path into the client advisor space and we prefer people who are looking to be more in an execution/logistics type of role than investment content. Experience can vary but should have a few years in the professional space.
- Responsible for all logistical and material arrangements related to an Advisor`s book of business
- A passion for helping others achieve their goals
- A high level customer service is preferred
- Excellent communication skills required