New,exciting opportunity to deliver marketing and client service support for client representatives and Chairman of well known wealth management firm.  You will become an integral member of a team promoting client services for high net worth clients.  We seek a problem solver eager to satisfy clients,meet deadlines and add value to a professional organization.

Resonsibilities include:

• Assist with writing client policy statements and correspondence
• Create Powerpoint presentations
• Prepare presentation booklets
• Coordinate special events,arrange travel and meetings
• Assist in newsletter preparation
• Basic office administrative support including telephones,filing,copying
• Track documents and reports

• College degree preferred
• 5+ years marketing and/or administrative experience
• Excellent written and verbal communication skills including letter writing capability
• Basic math skills
• Ability to discuss or write complex ideas clearly
• Word,Excel,Powerpoint proficiency
• Attention to detail and ability to multitask
• Knowledge of investments or financial services helpful
•