Client Wealth Coordinator
Fusco Personnel, Inc. - Albany, NY
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Client Wealth CoordinatorAlbany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity. Qualifications:2-5 years experience in the financial services industryExcellent written, verbal and interpersonal communication skillsStrong attention to detailProficient with ExcelExperience with Orion, Salesforce, DocuXplorer, Quickbooks & LaCerte (a Plus)Salary:$52-60k based on experienceFusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level - consider contacting our experts.Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer Minimum Salary: 52,000 Maximum Salary: 60,000 Salary Unit: Yearly
Created: 2024-09-23