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A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal candidate will have strong organizational skills and at least 3-5 years of relevant experience. This is a full-time position offering competitive compensation and various benefits.

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Level

Senior L5

Location

Minnetonka, MN

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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