JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) Bachelor’s degree in business administration or related field. Minimum of 2 years of work-related experience in a professional office setting. Knowledge in wealth management, investment products, mutual funds strongly preferred SKILLS AND CAPABILITIES Initiative High attention to detail and accuracy Good communication skills both written and verbal Customer service attitude, team player, and proactive Bilingual (English/Spanish) a must. Knowledge in the operation of laptops/desktops and Microsoft Office (Word, Excel, PowerPoint, and Outlook) Career Level - IC1#J-18808-Ljbffr