Office Assistant & Client Services Coordinator
SCOTT HERRMANN SHORELINE GROUP
Shoreline Group in Wisconsin is seeking an Office Assistant to support client service, manage calls, greet visitors, and keep mail and files organized in a busy financial services office. You will assist Financial Advisors, coordinate meetings and calendars, update Salesforce, and help with marketing, events, and client communications. Training and licensing support are provided to grow with the role. #J-18808-Ljbffr
Vacancy posted 1 day ago
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