Job Description

To provide administrative and operational support for two Private Wealth Advisors in the Newport Beach headquarters of a national private wealth management firm Responsibilities · Account opening and transfers · Money movement operations · New Client Onboarding · Client service and communications · Service to team members Company Description We are a prominent national wealth management company experiencing phenomenal growth and rooted in a hyper-competitive culture that demands exceptional output from our exceptional people

Company Description

We are a prominent national wealth management company experiencing phenomenal growth and rooted in a hyper-competitive culture that demands exceptional output from our exceptional people