Licensed Office Professional: Financial Services Support

SCOTT HERRMANN SHORELINE GROUP

Shoreline Group in Wisconsin is seeking a Licensed Office Professional to provide licensed administrative support for financial advisors and clients. The role focuses on handling inquiries, coordinating communications, and performing essential financial and administrative tasks onsite. You will answer calls, greet clients, manage schedules, process documents, and assist with securities and insurance related processes, including licensing where appropriate. #J-18808-Ljbffr SCOTT HERRMANN SHORELINE GROUP

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Vacancy posted 4 days ago

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