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Associate / Licensed Assistant

We are seeking an Licensed Assistant to join a well-established team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.What will you do? Responsible for the professional servicing of incoming telephone and email contacts from clients, other internal and external partnersSupport the Investment Advisor and Insurance Advisor (IA/IA) in