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FINANCIAL PLANNING ASSOCIATE

Supports in-house and outside advisors through the full cycle of client relationships from initial development of a plan to ongoing review meetings. Prepares and updates client personal balance sheets and out-of-estate balance s...

CompanyPeople Architects
AddressValley City, OH
CategoryAccounting/Finance
Salary$80,000 - $100,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Financial Planning Associate

People Architects

Valley City, OH

$80,000 - $100,000 a year

Supports in-house and outside advisors through the full cycle of client relationships from initial development of a plan to ongoing review meetings. Prepares and updates client personal balance sheets and out-of-estate balance s...

Call Center Representative First and Second Shift Dispatch Operator

People Architects

Cleveland, OH

$13 an hour

Managing calls while navigating Alarm software. Adhere to detailed instructions to accurately handle alarm calls. Adhere to confidentiality of customer information. Perform as an answering service for multiple companies. Respond t...