Executive Administrative Assistant

• WHO YOU ARE: A proactive problem-solver who anticipates needs before they arise Excellent communicator who can professionally interact with high-value financial advisor clients Tech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platforms Detail-oriented professional who never lets anything slip through the cracks Someone who thrives on organization and process improvement WHAT YOU''LL DO Client Onboarding Excellence: Build and optimize bio pages for new financial advisor clients Coordinate with

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