IFA Administrator: Client Reviews & New Business
IDEX Consulting
A financial services firm located in New York is seeking an experienced Financial Services Administrator to join their IFA practice. This role involves conducting client reviews, preparing valuations and illustrations, processing new business and renewals, and assisting with research and report writing. Candidates must have a background as an IFA administrator to be eligible for this opportunity. The position provides an excellent opportunity for someone looking to advance their career in a supportive environment. #J-18808-Ljbffr IDEX Consulting
Vacancy posted 1 day ago
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