What are the responsibilities and job description for the Administrative Assistant position at MAINSAIL ADVISOR GROUP LLC?
About us
MAINSAIL ADVISOR GROUP LLC is a Wealth Management company with Offices in Somerville, Harvard and Milton in Massachusetts.
We're looking for an experienced professional with a strong sense of the value of financial planning to join our growing team. The Wealth Manager will be responsible for focusing on the needs of our clients, diversifying and implementing their portfolios and assisting them in both short- and long-term financial decisions. A successful Wealth Manager will have experience in all aspects of financial planning and management, including tax strategies, retirement management, insurance strategies and retirement consultation. A Bachelor's degree in business or a related field, as well as several years' experience dealing with high-net-worth individuals is required for this position.
Job Types: Full-time, Part-time
Pay: $ $27.88 per hour
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $28