Client Service Associate - Monte Rio - job 853665

The Wealth Consulting Group

Date: 06/11/2021

City: Monte Rio, California

Employment type: Full-time

Administration position: Growing and Progressive Financial Investment and planning firm is looking for a Team player looking for growth.

Candidate should be licensed with a Series 6 license or better. Job duties would include but not limited to: Account Maintenance, Client Service, Meeting Preparation, Practice Organization and Executive Administration Functions.

Must be competent in Microsoft office suite of products.

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