CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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Greet visitors in person or by telephone in a positive and helpful manner
Take messages and returns calls as necessary
Direct calls and visitors to the appropriate individual or department
Comply with applicable policies and procedures and support the Compliance Program
Alert all departments of incoming fax messages
Distribute daily outgoing and incoming mail to all departments
Perform effectively in a high volume environment and in stressful situations
Handle heavy phone traffic while maintaining courteous and professional demeanor
Excellent interpersonal skills
Good customer service skills
Knowledge of essential telephone etiquette
Strong communication skills with the ability to communicate effectively, both orally and in writing, with co-workers and clients
Good organizational skills
Able to type 30-40 Words Per Minute
Knowledge of principles and practices of organization
Able to multi-task
Maintain integrity and confidentiality
Possess a professional demeanor and appearance
Experience in a client-focused business is a plus
For consideration, please email your resume and a cover letter (a MUST) to: email@example.com
Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. The firm is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients.
The firm's culture is very collegial with a family atmosphere in which we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.
Altfest Personal Wealth Management is an equal opportunity employer.