Alan B. Lancz and Associates, Inc., a nationally recognized, fee-based Money Management Firm, is seeking a wealth management professional to assist in the rapid growth of new business. This is a timely opportunity for a seasoned professional with a client-centric focus, solid communication, problem solving and technology skills, who values transparency and fiduciary responsibility. Core areas of expertise should include qualified retirement plans...
Alan B. Lancz and Associates, Inc., a nationally recognized, fee-based Money Management Firm, is seeking an experienced Office Manager. Qualified candidates will have a minimum of 5 years of general office experience plus a four-year degree in business administration, accounting, finance, or an equivalent field. Knowledge of wealth management processes, including accounting, real estate, retirement plans, and trusts is required, along with profic...
Established professional business in Toledo, OH seeking experienced Office Manager. Qualified candidates will have a minimum of 5 years of general office experience plus a four-year degree in business administration, accounting, finance or an equivalent field. Impeccable verbal and written communication skills, the ability to multi-task and strict attention to detail are a must. Microsoft Office skills, computer proficiency, and a working knowled...
