Administrative Assistant for a Financial Planning Firm in the US (Home Based Par
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Administrative Assistant for a Financial Planning Firm in the US (Home Based Par · United States
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About this role
Category: Finance Location: Scottsdale Arizona United States • Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm • Complete and submit client account applications for both the Canadian and US entities, following each entity’s
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- Administrative-Assistant
- Executive-Assistant
- Office-Assistant
- Administrative-Coordinator
- Financial-Planning-Assistant
- Financial-Administrative-Assistant
- United States
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