Allegra Wealth Management, LLC

Allegra Wealth Management, LLC

Categories

Financial & Investment ServicesInsurance

About Us

Jenny specializes in a big picture approach to investment management and financial planning by assessing your entire financial picture to manage funds tax efficiently and give you a road map toward large goals like retirement and paying for education.

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Jobs

Office Manager and Executive Assistant
Category: Financial Services
We are looking for a full-time Executive Assistant/Office Manager (EA) to support and partner with a Financial Advisor team (FA) in a local wealth management office. The EA needs to be extremely organized, able to multi-task, adapt to new technology and interface with a variety of personalities. The EA will be responsible for all administrative duties and front office operations. The EA will ...read more
Contact: Jenny Bergeron
Phone:(860) 430-2637
Fax:(860) 430-2881