Office Administrator Job at LegacyOak Advisors powered by Ameriprise Financial LLC, Simi Valley, CA

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  • LegacyOak Advisors powered by Ameriprise Financial LLC
  • Simi Valley, CA

Job Description

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Looking for Trusted Financial Guidance with Flexible Virtual Consultations? | Financial Advisor @ LegacyOak Advisors powered by Ameriprise Financial

Company Description

Financial advisory practice of Ameriprise Financial Services.

Role Description

This is a full-time role for a Financial Advisory Team at LegacyOak Advisors powered by Ameriprise Financial LLC. The role is located in Simi Valley, CA, with some work from home flexibility.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Finance and Investments knowledge is a plus
  • Experience in Financial Advisory is a plus
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and collaborate with a team
  • Bachelor's degree is a plus
Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Administrative

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Job Tags

Full time, Work at office, Flexible hours,

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