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Financial Services Coordinator
2 months ago
**Key Responsibilities:**
* Provide administrative support to the executive team
* Manage phone communications with professionalism
* Assist with executive administrative tasks
* Maintain accurate records and files
* Collaborate with accountants and attorneys to provide comprehensive financial planning solutions
**Requirements:**
* Associate's degree or certification in Office Administration or related field
* Proficiency in phone etiquette and communication
* Experience in financial services or related field
* Strong organizational and time management skills
* Ability to work in a fast-paced environment
**What We Offer:**
* Competitive salary and benefits package
* Opportunity to work with a dynamic and growing financial planning firm
* Collaborative and supportive work environment
* Professional development and growth opportunities
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.