Integrity Staffing seeks an experienced Financial Planning Assistant to provide high-quality administrative and client service support within a respected financial planning practice. Reporting to the Managing Director, you will assist with documentation, client communications and ongoing management of the planning process.
You will work closely with advisers and clients, handling records, compliance and multi-task priorities while contributing to process improvements and team meetings.
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📌 Financial Planning Assistant Elevate Client Experience City Of Melville
🏢 Integrity Staffing
📍 City of Melville
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