Client Services & Executive Assistant – Wealth Mgmt

A growing financial advisory firm in Coral Gables, FL is seeking a detail-oriented Client Services Associate / Executive Assistant. The role involves client interaction, organizing schedules, managing documentation, and providing personal support. Ideal candidates should have at least 3 years of relevant experience, strong organizational and communication skills, and be proficient in Microsoft Office. A bachelor’s degree in Business Administration or a related field is preferred. This is a full-time, on-site role focused on high-quality client service.
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