Olive Tree Wealth jobs

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ADMINISTRATIVE ASSISTANT

Work with a Financial Advisor team to prepare for client meetings and general administrative tasks. Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance produ...

CompanyOlive Tree Wealth
AddressWaltham, MA
CategoryEngineering/Architecture/scientific
Salary$38.4K - $48.6K a year
Job typePart-time
Date Posted a month ago See detail

Administrative Assistant

Olive Tree Wealth

Waltham, MA

$38.4K - $48.6K a year

Work with a Financial Advisor team to prepare for client meetings and general administrative tasks. Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance produ...