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  • New York, New York
  • Direct Hire
Attend to AJ Wealth Client Teams, fielding requests, answering questions and carrying out the operational transactions for their clients. Work with our custodians Schwab and Fidelity to manage the operations of our client accounts. Open various...
  • New York, New York
  • Direct Hire
Assist the needs of team members and help by resolving operational and administrative issues Keep team organized and provide assistance on projects to make sure all tasks are done to completion Answer phone, screen, and redirect calls (as needed,...