Provides clerical and administrative assistance to one or more financial planners or advisors.
Prepares documents, including correspondence, presentations, proposals, exhibits and reports, in support of the office/practice.
Enters/maintains information in client databases.
Reviews/screens calls, mail and email for members of the practice.
Maintains client relationships and supports marketing efforts.
Maintains client relationship during non-engagement periods.
Joins and participates in the ...
Rehmann - 30+ days ago
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