exceptional service to clients, and supporting the wealth advisors.
Responsibilities:
Provide
comprehensive administrative support to the wealth advisors, including scheduling appointments, managing
Are you the type of Administrator that thrives in a structured environment and enjoy a fun yet conservative culture? Is this you? You've gained experience in an admin support role where you've supported Financial Advisors and you would love to work for a small business where client service is key. Y
Are you the type of Administrator that thrives in a structured environment and enjoy a fun yet conservative culture? Is this you? You've gained experience in an admin support role where you've supported Financial Advisors and you would love to work for a small business where client service is key. Y