a Paraplanner within wealth management. Strong computer literacy, including proficiency in MS Office Suite
a Paraplanner within wealth management. Strong computer literacy, including proficiency in MS Office Suite
risk, legal, or compliance, along with strong computer literacy skills. Proficiency in MS Word, Excel
risk, legal, or compliance, along with strong computer literacy skills. Proficiency in MS Word, Excel
and financial reporting. Competency in Excel and computer literacy is a must, along with reliable transportation
and written communication skills, proficiency in computer skills, and enthusiasm for the company's growth