Hello all. My name is Patricia Eiden and I work at Circle Advisers Inc. We are a Registered Investment Advisor. We seek a supporting team member. This person will be responsible for CRM management, office administration. This person will also assist our operations team with custodian forms (opening accounts, transferring assets, etc.) and assist with client onboarding. Our ideal candidate is able to communicate effectively across any medium. He or she is comfortable working with investment professionals, service providers and clients of all ages and backgrounds. This person will also be adept at using Microsoft Office, especially Microsoft Excel, Salesforce, Zoom, and is not intimidated by new technology. Please check out our website at https://circleadvisersinc.com/about for more information about our firm. We will only consider local candidates i.e. those located in the Greater New York City area who are authorized to work in the United States. We currently all work from home and our office is located in the Graybar Building, above Grand Central Station.
Please contact me at email@example.com for more information or to refer candidates. Be sure to include compensation requirements.