Job Description
The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm.
The job responsibilities include:
The ideal candidate should possess the following work experience:
Starting salary is around $45,000 for no experience.
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