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Executive Assistant, Operations And Client Service
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Full-time
- Job Description: Client Services/Executive Assistant/Office Operations Manager
- We are a fast-growing wealth management firm with offices in Severna Park and Hunt Valley, Maryland.
- As a Registered Investment Advisory firm, we always put our clients’ best-interest first, providing them with sound investment management as well as retirement, educational, and financial planning.
- Proactively identify and complete tasks that will help advisors attract and onboard new clients.
- Walk new clients, step-by-step, through the onboarding process.
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