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