CLIENT SERVICES and ADMINISTRATIVE ASSISTANT We seek a Client Service and Administrative Assistant to provide support pertaining to the management of client assets, the maintenance of client relationships and act as “right hand” to Principals in all areas. Position reports to firms’ Principals with occasional direction from others. Duties and responsibilities are outlined below and may be modified as determined appropriate by firm management. Responsibilities & Activities: • Handles compliance issues • Handles trading issues • Handles training and continuing education • Handles new business processing • Delivers concierge services to clients • Coordinates all activities related to client events • Handles Operations and Back Office • Develops and maintains written systems of all their activities • Handles miscellaneous operational activities Knowledge, Skills & Abilities: • Requires:  Excellent analytical skills  Excellent interpersonal skills  Excellent organizational and time management skills  Excellent attitude and an extraordinary client service orientation  Ability to handle multiple tasks and operate in tight deadlines  Excellent attitude and an extraordinary client service orientation  A genuine interest in serving and caring for other people • Helpful:  Previous securities industry experience  NASD Series 7, 63, (and 65 if part of a Registered Investment Advisor) To apply, please submit cover letter, resume and salary history in Word or PDF format to:milestone@milestonewealthadv.com. Incomplete submissions will NOT be considered. Please no phone calls, faxes or walk-ins. We are an equal opportunity employer. Location: Wilmington, Delaware Compensation: Based upon experience of applicants. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. delaware