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Administrative Assistant
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- Pre meeting prep - meeting briefs (updated weekly), running Black Diamond reports, updating
- client folders with relevant documents and CRM profiles, preparing conference room as needed
- Post meeting tasks - assigning follow up tasks to staff members, posting meeting summaries in CRM
- and Black Diamond and updating notes in client folder/website, clean conference room as needed
- Working with investment and insurance teams on new business processing, client services and
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Updated 13 days agoSimilar Job
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