Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
Are you passionate about delivering exceptional client service and ready to grow your career in the financial services industry? Join our established financial planning firm with over 40 years of trusted experience helping individuals and families achieve long-term financial security. Our founding advisors bring over 200 years of combined industry knowledge, having served multiple generations of loyal clients.At our firm, relationships come first. Our team
Are you passionate about delivering exceptional client service and ready to grow your career in the financial services industry? Join our established financial planning firm with over 40 years of trusted experience helping individuals and families achieve long-term financial security. Our founding advisors bring over 200 years of combined industry knowledge, having served multiple generations of loyal clients.At our firm, relationships come first. Our team
We're seeking a driven, relationship-oriented B2B Salesperson / Account Executive to join an innovative company dedicated to helping attorneys achieve financial success by eliminating the administrative burdens of running a law firm. This company takes a hands-on approach to supporting law firms with collections, billing, cost management, and cash flow optimization by acting as an extension of each firm to improve cash flow and free attorneys to focus on p
We're seeking a driven, relationship-oriented B2B Salesperson / Account Executive to join an innovative company dedicated to helping attorneys achieve financial success by eliminating the administrative burdens of running a law firm. This company takes a hands-on approach to supporting law firms with collections, billing, cost management, and cash flow optimization by acting as an extension of each firm to improve cash flow and free attorneys to focus on p
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