Assistant to Director of Operations

3 weeks ago


Bedford, United States Northeast Planning Associates Full time

Responsibilities include managing telephone communications, coordinating client appointments and the preparation of materials for client meetings. Oversight of client management and reporting systems. Experience with Microsoft Office is a must. Assist with continuity of information and documentation requirements for new accounts, account transfers, and the development of comprehensive financial plans.

Schedule:

- Monday to Friday

Work Location: In person



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