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Our boutique financial planning firm client has an Administrative Assistant position available.
YOUR ROLE:
As part of the Administrative and Client Services Function, you will assist with the operations associated to client care, relationship services, information services, and monetary transfers.
HOW YOU WILL MAKE AN IMPACT:
WHY YOU ARE THE RIGHT PERSON:
...Drive continuous improvement in internal processes and customer... ...items from a review and approve level+ Assist in preparing, auditing... ...documentation as needed+ Support business export control (BEC) listing... ...associates' progress, ranging from entry level to experts in their...
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