The successful candidate will possess a minimum of 1-2 years experience in accounting, finance, investments, or related field; a Bachelors Degree from an accredited university (preferably in Finance, ... May-14-2012
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- Knowledge of different account types (such as individual, IRA, SEP, custodial, trusts, Section 529, other)
- CRM system experience required
- Proficiency in Word, Excel, PowerPoint and Outlook
- ... May-04-2012
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Position requires:
•Highly motivated self-starter with strong organizational skills and a positive attitude
•Proven ability to assess customer needs and deliver promised results
•The ability to pro... Apr-30-2012
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Familiarity with investments, office program skills, computer skills, organizational skills, pleasant manner, collaborative style, full time position. Looking to hire person to manage office including... Apr-17-2012
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