Job Summary

An asset management firm is filling a position for a Remote Client Services Fiduciary Associate in Montecito.

Core Responsibilities of this position include:

• Assessing client overall financial picture
• Devising an appropriate financial plan
• Providing financial and estate planning support to clients

Position Requirements Include:

• Bachelor’s degree
• 5-years experience in high-level executive assistant, finance, accounting or business position
• IT and systems management proficiency
• Must pass background check
• Proficiency in Mac OS