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Finance Assistant

Wealth Management Assistant: Client Services & Admin

Job in Bangor, Penobscot County, Maine, 04401, USA
Listing for: Varney Agency
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Finance Assistant
  • Administrative/Clerical
    Finance Assistant
Job Description & How to Apply Below
A financial services firm in Bangor, ME is looking for a detail-oriented Financial Advisor / Wealth Management Personal Assistant. The role requires managing client relationships, providing operational support, and assisting with financial planning. Candidates should have a degree in finance or business, along with at least 2 years in financial services or administrative roles. Proficiency in Microsoft Office and CRM systems is essential.

Join a collaborative environment with opportunities for professional development.
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