帮朋友发的，联系方式见job description最下面的email。 Job Title: Full-time / internship A boutique financial advisory firm is currently seeking an enthusiastic and motivated accounting/business/investment fulltime or intern to join our team. The candidate will start with client services role first. Depends on the performance, the candidate may rotate to sales, business development, investment management or trading positions and we will sponsor FINRA series exams. If the candidate does not have any US work experience, we require 3 months unpaid internship. If the candidate has 1-5years work experience, we can start immediately. Salary: 50k-70k + bonus. We sponsor H1b or H1b transfer. Health insurance and retirement plan are provided. Office Location: Jersey City, close to the Exchange Place Path Station (temporarily work from home) Qualifications: - Due to financial services industry compliance and regulatory requirement, and the fact that you will be handling clients' assets and personal information, extreme accuracy and attention to details is required - Ability to work full-time - Fluent in both English and Mandarin - Ability to multiple task and take initiative - Excellent organizational and time management skills - Accounting/Business/Finance/marketing major preferred. 0-5 years’ work experience - Pursuing/hold bachelor’s degree or up - A basic working knowledge of Microsoft Word, Excel, Power point and Email Responsibilities: - Ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects - Complete and process new business applications and well as ongoing client service requests, such as fund transfers, deposit and withdrawals - Assist advisors in meeting preparation: scheduling appointment, portfolio illustration and case preparation, client account and portfolio analysis - Help with new business development and marketing plans and implementation - Help with various compliance and administrative paperwork. Generate and update report as necessary to keep in compliance for financial service audits - Ad hoc requests, such as coordinate, track and manage projects such as organizing a client seminar or assisting in client events and office responsibilities If you would like to apply, please submit your resume to [email protected]
Job Title: Full-time / internship A boutique financial advisory firm is currently seeking an enthusiastic and motivated accounting/business/investment fulltime or intern to join our team. The candidate will start with client services role first. Depends on the performance, the candidate may rotate to sales, business development, investment management or trading positions and we will sponsor FINRA series exams. If the candidate does not have any US work experience, we require 3 months unpaid internship. If the candidate has 1-5years work experience, we can start immediately. Salary: 50k-70k + bonus. We sponsor H1b or H1b transfer. Health insurance and retirement plan are provided. Office Location: Jersey City, close to the Exchange Place Path Station (temporarily work from home)
Qualifications: - Due to financial services industry compliance and regulatory requirement, and the fact that you will be handling clients' assets and personal information, extreme accuracy and attention to details is required - Ability to work full-time - Fluent in both English and Mandarin - Ability to multiple task and take initiative - Excellent organizational and time management skills - Accounting/Business/Finance/marketing major preferred. 0-5 years’ work experience - Pursuing/hold bachelor’s degree or up - A basic working knowledge of Microsoft Word, Excel, Power point and Email
Responsibilities: - Ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects - Complete and process new business applications and well as ongoing client service requests, such as fund transfers, deposit and withdrawals - Assist advisors in meeting preparation: scheduling appointment, portfolio illustration and case preparation, client account and portfolio analysis - Help with new business development and marketing plans and implementation - Help with various compliance and administrative paperwork. Generate and update report as necessary to keep in compliance for financial service audits - Ad hoc requests, such as coordinate, track and manage projects such as organizing a client seminar or assisting in client events and office responsibilities
If you would like to apply, please submit your resume to [email protected]