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Administrative Assistant
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- A well-established investment firm in Greenbelt, MD is seeking a qualified professional to join the team in the important role of part-time Administrative Assistant (21-24 hours per week).
- Candidate must be extremely organized, detail-oriented and a self-starter.
- Document client interactions via Redtail CRM, follow up on client meetings
- Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
- Inform financial advisor of client issues of significant concern
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