Investment Planning Counsel - Hanover

Administrative Assistant will be responsible for service excellence in all dealings with existing clients, as well as prospects and advisor. This will include, administrative support to advisor, completion and follow up on client communication and documentation, including other duties as…

The Licensed Assistant will be responsible for service excellence in all dealings with existing clients, as well as prospects and advisor. This will include client servicing, administrative support to advisor, completion and follow up on client communication and documentation, preparing…

The Licensed Assistant/Admin Assistant will be responsible for service excellence in all dealings with existing clients, as well as prospects and advisor. This will include client servicing, administrative support to advisor, completion and follow up on client communication and documentation,…