May 14, 2018


Confidential Monterey, California

Client Services and Office Administrator (Santa Cruz)

Boutique local financial planning and investment advisory firm is looking for
an ambitious, intelligent, professional, and organized person to support the
firm and keep the office running smoothly.

This role encompasses the duties of an administrative assistant, a client
services liaison, and office administrator. It is a dynamic, complex, vitally
important role with a lot of room for growth.

Depending on experience or once fully trained, the person in this role will
build personal relationships with clients over time and help clients with
service requests under supervision of the Relationship Manager(RM) and ...

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