JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)

Bachelor’s degree in business administration or related field. Minimum of 2 years of work-related experience in a professional office setting. Knowledge in wealth management, investment products, mutual funds strongly preferred

SKILLS AND CAPABILITIES

Initiative High attention to details and accuracy Good communication skills both written and verbal  Customer service attitude, team player and proactive  Bilingual (English/Spanish) a must. knowledge in the operation of laptops/desktops and Microsoft Office (Word, Excel, PowerPoint and Outlook)

Career Level - IC1