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Wealth Management Admin & Reporting Specialist
Job in
Elizabeth, Union County, New Jersey, 07215, USA
Listed on 2026-07-10
Listing for:
6AM City, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Job Description
- Answer phone calls and either redirect to coworkers or take a message
- Compose & produce reports from different programs
- Utilize financial modeling programs to build investment proposals
- Prepare mailings to send out
- File client paperwork
- Shredding
- Use Word and Excel
- Record company expenses every month using Quickbooks
The company reserves the right to add or change any duties at any time
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