Investment Services Coordinator
Members 1st Partnership
Members 1st Partnership is seeking an Investment Assistant to support the wealth advisory team. The role involves preparing client meeting documents, managing CRM notes, and coordinating calendar tasks while ensuring confidential handling of information. Daily responsibilities include pulling reports, responding to client inquiries, and facilitating move-money and data updates within our broker/dealer platform, with a focus on exceptional service. #J-18808-Ljbffr Members 1st Partnership
Vacancy posted 1 day ago
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