Executive Assistant & Client Experience Lead
New Day Financial & Insurance Solutions
New Day Financial & Insurance Solutions in Santa Clarita, CA, seeks an Executive Assistant/Client Experience Coordinator to support one financial advisor. The role focuses on keeping schedules organized, communicating with clients and prospects, preparing meetings, and ensuring every interaction feels professional and warm. The successful candidate will manage day-to-day administrative tasks, client communications, appointment coordination, CRM updates, and office responsibilities, helping the #J-18808-Ljbffr New Day Financial & Insurance Solutions
Vacancy posted 1 day ago
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$68k
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