Personal Assistant to Financial Advisor
Job Placements · Kensington
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Start free — we apply for you →A Personal Assistant (PA) to a financial advisor manages administrative workflows, coordinates client onboarding, prepares review meeting materials, and maintains CRM records. The role ensures absolute accuracy and confidentiality while acting as a primary point of contact between the practice, clients, and product providers.
Key Responsibilities
Client Services & Onboarding
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