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Job description
The Mom Project is seeking a detail-oriented Administrative Assistant to directly support a Financial Advisor in a remote, part-time capacity. This contract role requires prior experience in wealth management or financial planning and familiarity with FinTech tools used in financial services.
You will handle confidential client information, manage scheduling and documentation, and support client onboarding and ongoing account administration as needed.
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Worksite address
beaumont, TX, 77726, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.