Financial Planning Assistant

 

Sandy Springs Wealth Management firm seeking a financial planning assistant. Are you focused? Are you an independent worker? Can you problem solve? Do you like to learn? Do you like to work with a small team? Are you good with numbers? Can you use excel and word and computers comfortably? Are you able to learn new software programs easily? Bonus if you have worked in a wealth management/financial planning or even a CPA firm. If this is you, we want to meet you!! Our office is on Peachtree Dunwoody south of Costco. We are in office.

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Contact:

Laura Schilling
(404) 458-0065
laura@financialinnovations.biz