May 14, 2018


Confidential Monterey, California

This role encompasses the duties of an administrative assistant, a client services liaison, and office administrator. 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 in direct support of both the RM and the Wealth Advisor (WA). The first person clients see when they come to the firm, this position is responsible for greeting and directing clients and other visitors and making them feel welcome, and will screen and route telephone calls. As the office ...

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