About this role
Broad Street Financial at Vista Wealth Solutions. Location: Radnor, Pennsylvania, United States. Role: Client support, Project tracking, Documentation filing Requirements: 1–3 years in financial services; bachelor’s degree; strong organization and communication; proficient with Microsoft Office and CRM systems. Category: Administrative & Clerical Support Seniority: Mid Level Tools: Microsoft Office, Salesforce, Redtail, Wealthbox Commitment: Full Time Workplace: Hybrid Languages: English