Job Description

A financial advisory firm in the Philippines is seeking a highly organized Wealth Management Operations & Executive Assistant to support its operations. This role entails tracking tax documents, managing the CEO's calendar, and preparing client meeting materials, emphasizing detail and discretion. Ideal candidates will have a background in investment operations and client account management. This is not an entry-level position; a strong attention to detail and written communication skills are essential, along with the ability to work closely with executives. Competitive compensation is offered.
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