The Davis Financial Group
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InsuranceFinancial Institutions and Services
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Financial planning, retirement income strategies, long-term care, life insurance.
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Wealth Management Administrative Assistant
Category: Administrative, Support & Clerical
The Davis Financial Group, a fast-growing, team-oriented regional Financial Planning and Wealth Management firm located in Hadley, MA, is seeking an Administrative Assistant. There is considerable opportunity for professional growth.Ideal candidates will have at least 2 years working in fee-based wealth management – opening accounts, follow-up with clients, transferring and tracking assets,
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