Client Service & Executive Assistant for Wealth Advisors
Stonebridge Financial Group
Stonebridge Financial Group is a growing independent Registered Investment Advisor serving individuals, families, and business owners across the region. We seek a highly organized Client Service Advisor (CSA) & Executive Assistant to support two financial advisors with client service, account administration, and marketing coordination. You will manage client requests, paperwork, and calendars while coordinating with custodians and the CRM. #J-18808-Ljbffr Stonebridge Financial Group
Vacancy posted 2 days ago
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$45k
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