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Administrative Assistant - Financial Industry

Company: TriStaff Group of Companies
Location: Tustin
Posted on: May 3, 2021

Job Description:

Scheduling/preparing for client meetings Research and case preparation Maintain client database (training provided) Process applications for investment and insurance accounts Track account completion and follow up as needed with investment firms, ins Industry, Administrative, Administrative Assistant, Financial, Assistant, Client, Staffing

Keywords: TriStaff Group of Companies, Tustin , Administrative Assistant - Financial Industry, Other , Tustin, California

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