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Support Specialist
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Full-time
- Competitive salary, paid PTO, 401k, health benefits, potential for profit sharing, and a schedule that values work-life balance.
- The Support Specialist will have the opportunity to work from home in inclement weather or under limited, special circumstances pre-approved by the Operations Manager.
- Manage reception, welcoming and settling clients for appointments with their Advisors in the event that a front desk professional is out
- Check appointment schedules and see that client folders are on hand; create if needed
- Assist Operations Manager in coordinating on and off campus firm events
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