Bank of America Part Time Family Office Specialist - Pennington, NJ in Pennington, New Jersey

Job Description:

The Family Office Specialist role is a support role in the Merrill Lynch Wealth Management organization dedicated to supporting our High Net Worth Clients. The role will provide overall analytical support role focused on Financial Planning, Investment or Fiduciary Administration in the FO. Prepares account summaries and reports for clients collects information to assist in developing client recommendations, collecting and organizing client data and generating reports and analysis. Strong analytical skills is a must.

Posting Date : 05/19/2017

Location : US-NJ-Pennington

Travel : No

Full / Part-time : Part time

Hours Per Week : 20

Shift : 1st shift

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