Office Manager Financial Wealth Management
Santos & Associates Private Wealth Management
Newmarket, York regionPosted Discovered via the company's careers siteMatch locked
Full-timeAdmin Jobs
About the role
Job Description Job Description - Support the financial planner with client service, administrative tasks, meeting preparation, documentation, follow-ups, and maintaining client records - social media postings, marketing events - Organized, professional, detail-oriented, strong communicator, comfortable working with confidential financial information, and interested in financial planning. - Client
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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