P A for Financial Planner

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Advertised By:Private
Job Type:Full-Time

P A for Financial Planner

Experienced PA required for an independent financial planner / broker

Must be knowledgeable and proficient with Xplan Data Program and the Life, Investment, and Medical Assurance Industry

Advanced computer knowledge and skills required

Duties involve: Interacting with clients, capturing & maintenance of clients data, quotes and general office duties

If you meet the above criteria, email CV with references to:


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