Associate Dms Client Support

Description:

asic Qualifications

• Have a Bachelor’s degree in Finance, Business, Accounting, Economics, or related field.
• Possess intermediate to Advanced MS-Excel experience
• Experience with Outlook, Word, and Powerpoint
• Knowledge of corporate accounting statements such as the income statement, balance sheet, and cash flow statement
• Excellent English communications skills
• Integrity, positive personality, and a desire to help people are all essential

Preferred Qualifications

• Knowledge of investments including private equity, public equity, fixed income, ETF’s, mutual funds, commodities, etc
• SQL experience and/or basic knowledge