Advisor Reporting & Enablement Specialist

Lido Advisors is searching for an Advisor Support Associate to enhance the Wealth Advisors' use of their client reporting platform, Addepar. This role involves providing technical support, conducting training, and developing documentation to effectively assist advisors. Candidates should have at least 1 year of client service experience and a strong proficiency in Addepar and Microsoft Office tools. The position offers a salary range of $75,000 to $85,000, focusing on delivering high-quality support and training to enhance client interactions.
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