Wealth Management Client Support Specialist

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business administration, client reviews and daily queries while handling first-point contact in person and by phone and overseeing office supplies and meeting-room prep.

The role requires strong knowledge of Financial Planning and Wealth Management, ideally within an

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