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Client Experience & Office Operations Leader

Proctor Financial, Inc.

Proctor Financial, Inc. is seeking a detail-oriented Client Service & Office Manager to join our boutique wealth management team in a full-time, hybrid capacity. You will be the primary point of contact for clients, coordinate onboarding, and ensure seamless day-to-day operations in our Sherborn, MA office. The ideal candidate blends exceptional interpersonal skills with strong operational acumen, handling administrative tasks, client scheduling, and financial transactions while contributing to #J-18808-Ljbffr Proctor Financial, Inc.

Vacancy posted 1 day ago
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