D.A. Davidson Companies
Wealth Planning Coordinator - Client Support & Admin
D.A. Davidson Companies, Salt Lake City, Utah, United States, 84193
A financial services firm in Salt Lake City is seeking a Planning Coordinator to provide administrative support to Senior Planners and Wealth Managers. Responsibilities include scheduling engagements, assisting with client meetings, and managing documentation. Required qualifications include experience as a Client Associate or Administrative Assistant and strong analytical skills. The company offers comprehensive benefits including medical, retirement contributions, and professional development opportunities.
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