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Office Manager Financial Wealth Management

Description

Job Description Job Description - Support the financial planner with client service, administrative tasks, meeting preparation, documentation, follow-ups, and maintaining client records - social media postings, marketing events - Organized, professional, detail-oriented, strong communicator, comfortable working with confidential financial information, and interested in financial planning. - Client communication, scheduling, preparing meeting materials, processing paperwork, CRM updates, follow-…

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