A company is looking for an Associate, Advisory Operations. Key Responsibilities: Client relationship management of a multi-location practice Assisting with transaction processing and trade execution Supporting various client and practice-related projects simultaneously Required Qualifications: Preferably a four-year degree in a financial planning related field or equivalent work experience 3+ years of experience in Wealth Management, Tax, or Financial Services Strong administrative skills, including advanced Microsoft Excel experience Highly organized, able to prioritize tasks, projects, and assignments Ability to adjust hours to support multiple offices in different time zones
Confidencial
Confidencial
Confidencial
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