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Investment Assistant

Elite Placement Group

Investment Assistant

Beverly Hills, CA
Full Time
Paid
  • Responsibilities

    Job Description

    INVESTMENT ADMINISTRATIVE ASSISTANT, WEALTH MANAGEMENT FIRM

    $60K, ANNUAL BONUS AND GREAT BENEFITS! 

    Prominent Wealth Management firm in West Los Angeles is searching for an Investment Administrative Assistant to join their team of professionals.

    THERE IS CAREER GROWTH AND LEARNING OPPORTUNITIES.

    · Provide administrative assistant to a team of busy, fast paced financial advisors

    · Handle highly confidential client inquiries via phone and email

    · Coordinate extensive travel arrangements and prepare detailed itineraries

    · Prepare financial presentations for financial advisors to present to their high profile clientele

    · Handle special projects as assigned

    REQUIREMENTS ARE:

    · 1+ years administrative experience in a corporate industry OR relevant intern/internships

    · Bachelor’s Degree required

    We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring

    Company Description

    Elite Placement Group specializes in full-time and temporary placement of administrative support, executive assistants, legal assistants, paralegals, general office support, receptionists, and human resources. We offer full-time and temporary recruiting solutions to a wide variety of industries, including advertising, architectural, asset management, business management, commercial real estate, cpa/accounting, engineering, entertainment, executive search, fashion, foundations, investment banking, law firms, management consulting, media, non-profit organizations, property management, public relations, publishing, real estate investment trust, venture capital. Please submit resume in Word or PDF format. We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements for the State of California Fair Chance Initiative for Hiring.