| Company Name: | Carper Wealth Management |
| Phone: | 678-566-3682 |
| Email: | erin@carperwealthmanagement.com |
| Address 1: | 12600 Deerfield Pkwy, Suite 100 |
| Address 2: | |
| City: | Alpharetta |
| State: | GA |
| Zip: | 30004 |
| Position Title: | Operations Administrator |
| Number of Openings: | 1 |
| Position Type: | Clerical |
| Position Type Other Description: | |
| Start Date: | 08/27/2015 |
| Duties: | - Prepare account paperwork
- Process account paperwork
- Customer service requests
- Print quarterly statements
- Update quarterly client account spreadsheet
- Email weekly market update letter
- Email appointment requests
- Mail thank you letters, birthday cards
- Answer phone
- Periodic reports to broker/ dealer
Efficiency in Microsoft Office, knowledge of internet, knowledge in the investment industry a plus.
28 hours/ week Monday, Tuesday, Thursday, Friday 10am to 5pm. Additional hours available. Start immediately for training. |
| Experience Required: | |
| Wage or Salary: | |
| Per Hour |
| Approximate Work Hours or Days: | 28 |
| Hours |
| How to apply: | |
| Posting End Date: | |