Legacy Planning
Part-Time Financial Services Assistant - Client Support
Legacy Planning, Tallahassee, Florida, us, 32318
A boutique financial planning firm is seeking a Financial Services Assistant to support advisors and ensure exceptional customer service. This part-time role requires an organized individual to prepare for client meetings, maintain records, and handle document requests. The ideal candidate will have 1-3 years of experience in the financial industry and proficiency in various software applications. Based in Tallahassee, this position offers a flexible schedule with a focus on afternoon availability.
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