Executive Administrative Assistant

• WHO YOU ARE:A proactive problem-solver who anticipates needs before they ariseExcellent communicator who can professionally interact with high-value financial advisor clientsTech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platformsDetail-oriented professional who never lets anything slip through the cracksSomeone who thrives on organization and process improvementWHAT YOU''LL DOClient Onboarding Excellence:Build and optimize bio pages for new financial advisor clientsCoordinate with

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