Licensed Investment Assistant: Client Service
Job Description & How to Apply Below
Location: Town of Sodus
A financial services provider in Sodus, New York, seeks a Licensed Investment Assistant to provide administrative support and manage client inquiries. Candidates should have a high school diploma, with 2+ years of experience in financial services. Proficiency in financial software and communication skills are essential. Benefits include a 401(k) plan and health insurances. This role requires obtaining necessary licenses within six months.
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