Wealth Management Office Assistant Job at PCC Asset Management LLC, Bedminster, NJ

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  • PCC Asset Management LLC
  • Bedminster, NJ

Job Description

Job Description

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

Job Tags

Work at office,

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