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Financial Services Client Support & Operations Specialist

Nashville Public Radio

A financial planning firm is seeking an administrative assistant to provide ongoing support to advisors and staff in Westwood, Massachusetts. Responsibilities include gathering paperwork, managing tech platforms, and assisting with client service requests. The ideal candidate will have a bachelor's degree and experience in financial services, be detail-oriented, and possess strong organizational skills. This role requires proficiency in MS Office and familiarity with electronic signing platforms like DocuSign. #J-18808-Ljbffr Nashville Public Radio

Vacancy posted 2 days ago
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