Client Service Administrator

Great Oak Capital Partners LLC

Great Oak Capital Partners, LLC in Easton, MA seeks a Wealth Management Administrative Assistant to support advisors with onboarding, client records, and meeting preparation. You will schedule appointments, handle inquiries, coordinate account openings/transfers, and assist with reports and presentations. Responsibilities include monitoring deadlines, organizing compliance-related paperwork, and ensuring accurate CRM/portfolio data entry while collaborating closely with the advisory team to #J-18808-Ljbffr

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Vacancy posted 2 days ago

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