Wealth Management Office Lead | Client Ops & CRM Pro

Advisor Talent Solutions

Park Square Financial Group is seeking a Wealth Management Office Manager in Roswell, GA. The ideal candidate will have 3+ years in Office Management, preferably in the financial sector, and proficiency in MS Office and CRM software. Responsibilities include maintaining firm metrics, supporting Advisors, and managing client communications. Attractive perks such as health and dental insurance and a competitive salary are offered, alongside a full-time onsite schedule, Monday to Friday. #J-18808-Ljbffr Advisor Talent Solutions

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Vacancy posted 1 day ago

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