Salary $70000 - $85000 per year + Benefits
Consultant Jessica Taylor
Date posted December 9, 20187 Times Square New York NY 10036 Robert Walters United States of America
Financial Planner on Wall Street is seeking a compliance assistant. Great role with competetive salary + benefits.
Provide primary support to the President, both Managing Directors (one being Chief Compliance Officer), and provide support to the Trading and Operations group.
Besides the traditional administrative duties (filing; word processing; calendar management including meetings setup; etc.) duties include client service (reporting; proxy voting), bookkeeping, etc.
The successful candidate must have excellent writing and proof-reading skills, and be an excellent communicator; be organized, efficient, diligent, and with excellent follow-through skills. Be able to work independently and yet be a good team player. Have an ability to multi-task and prioritize and meet deadlines.. Be observant, and show initiative. Be energetic, enthusiastic, have a positive outlook and a sense of humor.
Must have a college degree, and a minimum of 5 years’ work experience in the finance field.
Microsoft Outlook, Word, Excel, PowerPoint, Adobe Acrobat Pro. Adobe Illustrator.