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Summary of Financial Services Professional Highly desirable administrative service position in a financial advisory practice with fully paid medical, dental and a 3% contribution to your 401(k). Opportunity to be an integral member of a three person team, responsible for opening accounts, client service, and compliance with fiduciary regulations. Requires a self-starter and independent worker with high discernment and follow-up skills. The role ensures the accuracy of transactions, oversees account ...read more