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Strong ability to work independently at the direction of the financial advisor.
Aptitude to learn and understand the financial services industry.
Part Time Branch Office Administrator
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

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Water Division

Town of Greenfield Massachusetts

Greenfield, MA

Drive Within 30 Minutes

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