Join a High-Performing Team!
We are seeking a driven, detail-oriented, and career-focused professional to become an integral part of our dynamic advisory practice. The ideal candidate will be a proactive team player with a strong work ethic and a commitment to excellence. This role involves close collaboration with our Financial Advisors, Investment Coordinator, and Financial Planning Department to support client investment operations and enhance the overall client experience.
Key Responsibilities:
Qualifications:
Required Skills:
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