Overview

This is a full-time role responsible for providing administrative and operational support by completing a variety of tasks related to organization and communication.  You will deal with a diverse group of external contacts as well as internal contacts at all levels of the firm. Independent judgment is required to plan, prioritize and organize your diversified workload.

Successful candidates will have the ability to quickly work through a number of items at once while paying attention to detail and working in a fast-paced environment.

Primary Responsibilities:

  • Assist the needs of the team members and help by resolving operations and administrative issues.
  • Keep team organized and provide assistant on projects to make sure all tasks are done to completion.
  • Schedule and upkeep of calendar.
  • Manage and update CRM.
  • Book travel arrangements when necessary.
  • Perform all other related duties as assigned

About

AJ Wealth is a comprehensive wealth management company. We believe that thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. We accomplish this by analyzing all pieces of your financial life and objectively designing a comprehensive plan that we implement and monitor.

Our mission is clear: Enhance our clients'​ financial lives with excellent, disciplined and trusted advice based on years of experience and an intimate understanding of your entire financial life, including:

Asset management | Income taxes | Estate planning | Life, property & disability insurance | Cash flows | Philanthropic planning | Compliance | International assistance

There are many different types of advisors out there; investment advisors, accountants, insurance agents, attorneys and bankers. All of these advisors specialize in one particular field and many purport to be able to help you with all financial matters. However, there are very few advisors who can truly and effectively integrate and help with all financial matters. Further, while advisors may be experts in their particular field, they are typically missing the other piece of the equation that leads to exceeding a client's expectations. The missing piece is understanding a client's expectations, so they can be exceeded. It's this lack of attention to you that also leaves most advisors unable to effectively apply their knowledge to your specific circumstances.

We make your financial life simpler, allowing you the freedom to live your life as you choose.

Qualifications

• Ability to juggle a multitude of tasks, databases, etc. • Proficient in technology - easily picks up different technological platforms. • Strong verbal and written communication skills. • Ability to keep up in a fast-paced environment. • Ability to maintain an extremely high level of confidentiality.