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Virtual Executive Assistant

Company hidden

Salary

$800 – $900

Schedule

Part Time

Location

Remote · Philippines or South Africa

About this role

Company Overview An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, with a focus on portfolio construction and management. Adam Novak is an independent advisor at the firm — he chairs the investment strategy committee, maintains his own book of clients, and also supports partner Garrett on some of the firm's larger client families. Role Overview The client is looking for a…

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