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Executive Assistant / Office Manager

We are looking for a full-time Executive Assistant/Office Manager (EA) to support and partner with a Financial Advisor (FA) in a local wealth management office. The EA needs to be extremely organized, able to multi-task, adapt to new technology and interface with a variety of personalities.  The EA will be responsible for all administrative duties and front office operations. The EA will use CRM systems to maintain client accounts, client and FA activity, and adhere to other processes to document client