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Hybrid Client Operations & Data Coordination Specialist

Job in Annapolis, Anne Arundel County, Maryland, 21403, USA
Listing for: Curio Wealth, LLC
Full Time position
Listed on 2026-08-31
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
Salary/Wage Range or Industry Benchmark: 30 - 35 USD Hourly USD 30.00 35.00 HOUR
Job Description & How to Apply Below

Curio Wealth, LLC in Annapolis, MD is seeking a highly organized Client Operations & Administrative Coordinator to support the tax and client-service teams. This role is hybrid, ~32 hours/week, with compensation around $30–$35/hour depending on experience.

You’ll manage CRM data, audits, onboarding support, document handling, and periodic reporting, ensuring accuracy and timely execution. Strong software/IT skills and attention to detail are essential.

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