What are the responsibilities and job description for the Administrative Coordinator for Wealth Management Firm position at Claire Myers Consulting?
About the Role
We are looking for an experienced Support Professional to join our team at Claire Myers Consulting. The ideal candidate will have 2 years of experience in a support role within financial services and be proficient in Salesforce, MoneyGuide Pro, Microsoft Office, and Excel.
We are looking for an experienced Support Professional to join our team at Claire Myers Consulting. The ideal candidate will have 2 years of experience in a support role within financial services and be proficient in Salesforce, MoneyGuide Pro, Microsoft Office, and Excel.