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Financial Planning Assistant
1 week ago
As a Licensed Administrative Assistant, you will work in a collaborative and supportive environment where your contributions make a real impact. You will have the opportunity to grow your career in the financial sector and gain valuable experience in the fast-paced world of investment and financial planning.
You will be responsible for preparing key documentation, generating reports, and keeping financial planners updated for client meetings. You will also own the process of client account transactions, including contributions, withdrawals, pre-authorized payments, and portfolio rebalancing.
