Office Operations Associate - Wealth Management
Beacon Pointe
Beacon Pointe Advisors in Campbell, California, seeks an Office Management Associate to support daily operations and front-office activities for a wealth-management team serving high-net-worth clients. This role requires a four-year degree, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. You will coordinate client meetings, manage the guest experience, prepare materials, and assist with events and office readiness. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 2 days ago
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