Find Office Manager - Client Services - Sales Assistant to an RIA Job in Laguna Niguel, Capellen | Snaprecruit

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Office Manager - Client Services - Sales Assistant to an RIA

  • ... Pacific Financial Planners, LLC
  • ... Laguna Niguel, Capellen, United States
  • ... Full time
  • ... Salary: Not Available
  • Posted on: Mar 17, 2024
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Office Manager - Client Services - Sales Assistant to an RIA   

JOB TITLE:

Office Manager - Client Services - Sales Assistant to an RIA

JOB TYPE:

Full-time

JOB LOCATION:

Laguna Niguel Capellen United States

No

JOB DESCRIPTION:

... and financial advisor * Answer client calls and respond to client requests, routing calls to others as needed * Data entry and filing * Data analysis of company progress and goals * Assist in ...

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Position Details

POSTED:

Mar 17, 2024

EMPLOYMENT:

Full-time

SNAPRECRUIT ID:

SD-03232024-78810820

LOCATION:

Capellen United States

CITY:

Laguna Niguel

Job Origin:

ziprecruiter

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... and financial advisor * Answer client calls and respond to client requests, routing calls to others as needed * Data entry and filing * Data analysis of company progress and goals * Assist in ...

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