Rosemount IFAs, a respected financial advisory practice in Gidea Park, is seeking an Administrative and Paraplanning support professional. The ideal candidate will assist Financial Advisers in preparing documentation for client meetings and managing client data on our XPLAN CRM tool.
This full-time role requires at least 2 years of experience in financial administration. Benefits include company events, pension, and life insurance. Excellent communication skills and a proactive attitude are essential.
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