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Oakley Park Plaza,
143 Hartman Road Suite 9,
Park Avenue Wealth Management is seeking an energetic individual to serve as a Financial Services Assistant, taking on a variety of administrative roles. This position oversees account setup, maintenance and filing requirements in accordance with firm and regulatory policies and procedures. The position will involve customer service, marketing, publicity and community relations. The ideal candidate will be highly organized, detail oriented, confident, capable and work with integrity. We are looking for someone that will enjoy being a part of a company that values their client relationships and wants to be active in the client’s community. Customer service and a commitment to excellence are a top priority.
We are looking for an individual who has a great enthusiasm to help grow the business. Applicants must have knowledge in financial planning, exceptional communication skills, a keen eye for detail and be outstanding with follow through. Marketing and client service experience preferred as well.
To apply, please send your resume and a cover letter to: firstname.lastname@example.org