An established industry player is seeking a proactive Administrative Assistant to support their Financial Advisor team. This role is perfect for a self-motivated individual who thrives in a fast-paced environment and is committed to delivering exceptional client service. You will manage communications, maintain organized records, and coordinate with various departments while utilizing your expertise in MS Office and CRM software. With a competitive compensation package and opportunities for professional growth, this position offers a dynamic work environment where your contributions will be valued.
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Financial Admin Assistant — Client Service & Growth