The Davis Financial Group
InsuranceFinancial Institutions and Services
Financial planning, retirement income strategies, long-term care, life insurance.
Wealth Management Administrative Assistant
Category: Administrative, Support & Clerical
The Davis Financial Group, a fast-growing, team-oriented regional Financial Planning and Wealth Management firm located in Hadley, MA, is seeking an Administrative Assistant. There is considerable opportunity for professional growth.Ideal candidates will have at least 2 years working in fee-based wealth management – opening accounts, follow-up with clients, transferring and tracking assets, ...read more