We are looking for an executive assistant who's detail-oriented and punctual, with great communication skills. You will be working side by side with Leyna Nguyen and Denny Hooten to process new financial clients. Duties include taking notes during Zoom or in-person meetings (you may join via zoom) populating applications with client data, scheduling meetings, and sending emails. You are the communication bridge. Knowledge of finance, insurance, and/or healthcare a plus but not required. Growth opportunities. Video submissions will get preferential consideration. Vietnamese-speaking applicants encouraged!
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