Responsibilities. Act as the service point of contact for clients. answer and direct phone calls, voicemails, and manage the office text line. Manage overall office appearance and ensure a positive first impression. Schedule and confirm client appointments. Assist with client meeting preparation and follow-up tasks. Manage incoming and outgoing mail. Organize and maintain client notes and records. Assist with client service requests (money moveme...
Cadence Wealth Management Solutions. A private wealth advisory practice of Ameriprise Financial Services, LLC. Salary and benefits commensurate with experience. We provide financial, investment and retirement planning for individuals, families, and businesses. We are currently offering a full-time job to a motivated individual with a genuine interest in the financial services industry who will help conduct the smooth operation of a fast-paced fin...
