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Office Administrator/ Coordinator

Senior Wealth Management Assistant — Client Care Pro

Job in Arlington, Tarrant County, Texas, 76000, USA
Listing for: Nisivoccia & Co.
Full Time position
Listed on 2026-01-01
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A well-established wealth management firm in Texas is seeking a Senior Wealth Management Assistant to provide exceptional service and administrative support. The ideal candidate will have experience in a financial environment, excellent communication skills, and a strong commitment to client care. Responsibilities include coordinating client meetings, maintaining the CRM database, and efficiently handling client inquiries.

This role offers a dynamic, client-focused environment.
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Position Requirements
10+ Years work experience
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