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Financial Administrative Assistant POST NUMBER: 483856

$65k - $75k

As a Planner Assistant you support a financial planner’s practice. You will be part of a fee-based financial planning practice and will provide client support and administrative assistance to a financial planner. You will provide support including, but not limited to preparation of documents for client meetings, client presentations, client file maintenance, letters to clients, calendar management, new business processing, and general support for the financial planner.

Vacancy posted 1 day ago
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