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Legacy Planning

Part-Time Financial Services Assistant - Client Support

Legacy Planning, Tallahassee, Florida, us, 32318

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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. #J-18808-Ljbffr