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Part-time Administrative Assistant
Part-time Administrative Assistant 16-24 hours per week – (must be able to work on Friday) Role Requirements: · Administrative Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. · Client Service: Provide professional service to clients via inbound and outbound calls, email, as well as
Keefer Financial, Inc.
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